LWA
Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $8K | Sell |
98
-738
| -88% | -$60.2K | ﹤0.01% | 523 |
|
|
2021
Q4 | $78K | Buy |
836
+428
| +105% | +$39.9K | 0.01% | 200 |
|
|
2021
Q3 | $39K | Buy |
408
+24
| +6% | +$2.29K | 0.01% | 268 |
|
|
2021
Q2 | $37K | Hold |
384
| – | – | ﹤0.01% | 275 |
|
|
2021
Q1 | $36K | Hold |
384
| – | – | ﹤0.01% | 230 |
|
|
2020
Q4 | $37K | Hold |
384
| – | – | 0.01% | 226 |
|
|
2020
Q3 | $37K | Hold |
384
| – | – | 0.01% | 198 |
|
|
2020
Q2 | $37K | Sell |
384
-5,605
| -94% | -$540K | 0.01% | 194 |
|
|
2020
Q1 | $522K | Hold |
5,989
| – | – | 0.1% | 39 |
|
|
2019
Q4 | $547K | Hold |
5,989
| – | – | 0.09% | 43 |
|
|
2019
Q3 | $546K | Buy |
5,989
+5,605
| +1,460% | +$511K | 0.09% | 38 |
|
|
2019
Q2 | $35K | Sell |
384
-141
| -27% | -$12.9K | 0.01% | 168 |
|
|
2019
Q1 | $46K | Sell |
525
-47
| -8% | -$4.12K | 0.01% | 135 |
|
|
2018
Q4 | $47K | Sell |
572
-1,017
| -64% | -$83.6K | 0.01% | 129 |
|
|
2018
Q3 | $133K | Buy |
1,589
+763
| +92% | +$63.9K | 0.03% | 91 |
|
|
2018
Q2 | $69K | Sell |
826
-150
| -15% | -$12.5K | 0.02% | 110 |
|
|
2018
Q1 | $83K | Buy |
976
+850
| +675% | +$72.3K | 0.02% | 117 |
|
|
2017
Q4 | $11K | Buy |
+126
| New | +$11K | ﹤0.01% | 168 |
|
|
2016
Q4 | – | Sell |
-270
| Closed | -$24K | – | 185 |
|
|
2016
Q3 | $24K | Buy |
+270
| New | +$24K | 0.01% | 128 |
|