LA
Legacy Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-68,318
| Closed | -$5.93M | – | 426 |
|
2019
Q1 | $5.93M | Buy |
68,318
+20,272
| +42% | +$1.76M | 1.93% | 13 |
|
2018
Q4 | $3.98M | Hold |
48,046
| – | – | 3.02% | 8 |
|
2018
Q3 | $4.01M | Buy |
+48,046
| New | +$4.01M | 1.98% | 11 |
|
2018
Q2 | – | Sell |
-57,410
| Closed | -$4.85M | – | 459 |
|
2018
Q1 | $4.85M | Buy |
57,410
+14,650
| +34% | +$1.24M | 3.58% | 6 |
|
2017
Q4 | $3.74M | Buy |
42,760
+7,585
| +22% | +$663K | 3.64% | 9 |
|
2017
Q3 | $3.1M | Buy |
35,175
+4,896
| +16% | +$431K | 3.45% | 8 |
|
2017
Q2 | $2.65M | Buy |
30,279
+4,342
| +17% | +$380K | 3.38% | 7 |
|
2017
Q1 | $2.24M | Sell |
25,937
-150,220
| -85% | -$13M | 3.03% | 7 |
|
2016
Q4 | $1.66M | Buy |
+176,157
| New | +$1.66M | 2.27% | 8 |
|