Liberty Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25,639
| Closed | -$2.05M | – | 235 |
|
|
2023
Q1 | $2.05M | Buy |
+25,639
| New | +$2.05M | 0.42% | 50 |
|
|
2022
Q2 | – | Sell |
-1,484
| Closed | -$207K | – | 172 |
|
|
2022
Q1 | $207K | Buy |
+1,484
| New | +$207K | 0.07% | 147 |
|
|
2021
Q4 | – | Sell |
-1,553
| Closed | -$147K | – | 1057 |
|
|
2021
Q3 | $147K | Buy |
1,553
+196
| +14% | +$18.6K | 0.05% | 215 |
|
|
2021
Q2 | $129K | Buy |
1,357
+9
| +0.7% | +$856 | 0.05% | 183 |
|
|
2021
Q1 | $129K | Hold |
1,348
| – | – | 0.06% | 152 |
|
|
2020
Q4 | $129K | Buy |
1,348
+9
| +0.7% | +$861 | 0.06% | 150 |
|
|
2020
Q3 | $128K | Buy |
1,339
+5
| +0.4% | +$478 | 0.08% | 138 |
|
|
2020
Q2 | $127K | Sell |
1,334
-122
| -8% | -$11.6K | 0.09% | 123 |
|
|
2020
Q1 | $127K | Buy |
1,456
+333
| +30% | +$29K | 0.11% | 117 |
|
|
2019
Q4 | $102K | Buy |
1,123
+8
| +0.7% | +$727 | 0.08% | 158 |
|
|
2019
Q3 | $102K | Buy |
1,115
+499
| +81% | +$45.6K | 0.1% | 147 |
|
|
2019
Q2 | $55K | Buy |
616
+6
| +1% | +$536 | 0.05% | 234 |
|
|
2019
Q1 | $53K | Buy |
610
+3
| +0.5% | +$261 | 0.04% | 196 |
|
|
2018
Q4 | $50K | Buy |
+607
| New | +$50K | 0.04% | 185 |
|