Lyell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,607
| Closed | -$1.03M | – | 201 |
|
|
2022
Q3 | $1.03M | Sell |
13,607
-13,625
| -50% | -$1.03M | 0.18% | 99 |
|
|
2022
Q2 | $2.18M | Sell |
27,232
-11,768
| -30% | -$942K | 0.36% | 81 |
|
|
2022
Q1 | $3.36M | Sell |
39,000
-450
| -1% | -$38.7K | 0.43% | 74 |
|
|
2021
Q4 | $3.66M | Hold |
39,450
| – | – | 0.42% | 70 |
|
|
2021
Q3 | $3.72M | Sell |
39,450
-769
| -2% | -$72.6K | 0.45% | 72 |
|
|
2021
Q2 | $3.82M | Buy |
40,219
+157
| +0.4% | +$14.9K | 0.47% | 67 |
|
|
2021
Q1 | $3.73M | Buy |
40,062
+1,210
| +3% | +$113K | 0.54% | 65 |
|
|
2020
Q4 | $3.77M | Buy |
38,852
+14,980
| +63% | +$1.46M | 0.6% | 58 |
|
|
2020
Q3 | $2.29M | Buy |
23,872
+6,009
| +34% | +$576K | 0.43% | 65 |
|
|
2020
Q2 | $1.7M | Buy |
17,863
+833
| +5% | +$79.2K | 0.37% | 65 |
|
|
2020
Q1 | $1.48M | Sell |
17,030
-460
| -3% | -$40.1K | 0.44% | 64 |
|
|
2019
Q4 | $1.6M | Buy |
+17,490
| New | +$1.6M | 0.43% | 63 |
|
|
2018
Q4 | – | Sell |
-10,657
| Closed | -$890K | – | 118 |
|
|
2018
Q3 | $890K | Sell |
10,657
-1,675
| -14% | -$140K | 0.3% | 69 |
|
|
2018
Q2 | $1.03M | Buy |
12,332
+4,485
| +57% | +$375K | 0.38% | 71 |
|
|
2018
Q1 | $666K | Sell |
7,847
-1,089
| -12% | -$92.4K | 0.25% | 78 |
|
|
2017
Q4 | $781K | Sell |
8,936
-2,169
| -20% | -$190K | 0.31% | 77 |
|
|
2017
Q3 | $977K | Sell |
11,105
-777
| -7% | -$68.4K | 0.42% | 66 |
|
|
2017
Q2 | $1.04M | Buy |
11,882
+3,191
| +37% | +$279K | 0.51% | 58 |
|
|
2017
Q1 | $751K | Buy |
8,691
+955
| +12% | +$82.5K | 0.41% | 63 |
|
|
2016
Q4 | $663K | Buy |
+7,736
| New | +$663K | 0.41% | 66 |
|