LWP
Lumature Wealth Partners’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
Q2 | $1.34K | Hold |
17
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $1.36K | Sell |
17
-125
| -88% | -$10K | ﹤0.01% | 364 |
|
|
2022
Q4 | $11K | Sell |
142
-1,297
| -90% | -$101K | 0.01% | 301 |
|
|
2022
Q3 | $109K | Sell |
1,439
-1,026
| -42% | -$77.7K | 0.06% | 189 |
|
|
2022
Q2 | $197K | Sell |
2,465
-20,127
| -89% | -$1.61M | 0.09% | 173 |
|
|
2022
Q1 | $1.94M | Buy |
22,592
+121
| +0.5% | +$10.4K | 0.78% | 25 |
|
|
2021
Q4 | $2.08M | Sell |
22,471
-1,030
| -4% | -$95.5K | 0.81% | 24 |
|
|
2021
Q3 | $2.22M | Buy |
23,501
+1,210
| +5% | +$114K | 0.91% | 19 |
|
|
2021
Q2 | $2.12M | Buy |
22,291
+2,316
| +12% | +$220K | 0.88% | 22 |
|
|
2021
Q1 | $1.86M | Buy |
19,975
+9,730
| +95% | +$905K | 0.98% | 21 |
|
|
2020
Q4 | $995K | Buy |
+10,245
| New | +$995K | 0.94% | 24 |
|