LWMG
Levy Wealth Management Group’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
Q3 | – | Sell |
-13,378
| Closed | -$1.07M | – | 84 |
|
|
2022
Q2 | $1.07M | Sell |
13,378
-6,904
| -34% | -$553K | 0.49% | 26 |
|
|
2022
Q1 | $1.75M | Buy |
20,282
+753
| +4% | +$64.8K | 0.72% | 23 |
|
|
2021
Q4 | $1.81M | Buy |
19,529
+8,230
| +73% | +$764K | 0.82% | 22 |
|
|
2021
Q3 | $1.07M | Buy |
11,299
+674
| +6% | +$63.6K | 0.59% | 25 |
|
|
2021
Q2 | $1.01M | Buy |
10,625
+1,077
| +11% | +$102K | 0.58% | 26 |
|
|
2021
Q1 | $888K | Buy |
9,548
+974
| +11% | +$90.6K | 0.58% | 27 |
|
|
2020
Q4 | $833K | Buy |
+8,574
| New | +$833K | 0.59% | 28 |
|