LW
Linscomb Wealth’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,555
| Closed | -$276K | – | 319 |
|
|
2022
Q4 | $276K | Buy |
+3,555
| New | +$276K | 0.01% | 291 |
|
|
2022
Q2 | – | Sell |
-4,328
| Closed | -$372K | – | 328 |
|
|
2022
Q1 | $372K | Sell |
4,328
-2,892
| -40% | -$249K | 0.02% | 257 |
|
|
2021
Q4 | $670K | Buy |
7,220
+1,992
| +38% | +$185K | 0.03% | 206 |
|
|
2021
Q3 | $494K | Sell |
5,228
-28
| -0.5% | -$2.65K | 0.03% | 218 |
|
|
2021
Q2 | $500K | Buy |
5,256
+574
| +12% | +$54.6K | 0.03% | 215 |
|
|
2021
Q1 | $436K | Buy |
4,682
+1,180
| +34% | +$110K | 0.02% | 222 |
|
|
2020
Q4 | $340K | Hold |
3,502
| – | – | 0.02% | 237 |
|
|
2020
Q3 | $336K | Buy |
3,502
+1
| +0% | +$96 | 0.02% | 223 |
|
|
2020
Q2 | $333K | Sell |
3,501
-2,672
| -43% | -$254K | 0.02% | 229 |
|
|
2020
Q1 | $538K | Sell |
6,173
-748
| -11% | -$65.2K | 0.05% | 236 |
|
|
2019
Q4 | $632K | Buy |
6,921
+3,643
| +111% | +$333K | 0.04% | 296 |
|
|
2019
Q3 | $299K | Buy |
+3,278
| New | +$299K | 0.02% | 227 |
|