Marcum Wealth’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 |
-3,427
| Closed | -$275K | – | 401 |
|
|
2023
Q1 | $275K | Sell |
3,427
-342
| -9% | -$27.4K | 0.03% | 260 |
|
|
2022
Q4 | $292K | Sell |
3,769
-840
| -18% | -$65.1K | 0.04% | 245 |
|
|
2022
Q3 | $349K | Buy |
4,609
+112
| +2% | +$8.48K | 0.05% | 211 |
|
|
2022
Q2 | $360K | Sell |
4,497
-56
| -1% | -$4.48K | 0.05% | 208 |
|
|
2022
Q1 | $392K | Sell |
4,553
-2,129
| -32% | -$183K | 0.05% | 202 |
|
|
2021
Q4 | $620K | Buy |
6,682
+87
| +1% | +$8.07K | 0.09% | 151 |
|
|
2021
Q3 | $623K | Buy |
6,595
+270
| +4% | +$25.5K | 0.1% | 131 |
|
|
2021
Q2 | $601K | Buy |
6,325
+130
| +2% | +$12.4K | 0.1% | 130 |
|
|
2021
Q1 | $576K | Buy |
+6,195
| New | +$576K | 0.09% | 134 |
|