MWPCG
Measured Wealth Private Client Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,237
| Closed | -$1.48M | – | 138 |
|
|
2019
Q3 | $1.48M | Sell |
16,237
-26,646
| -62% | -$2.43M | 0.96% | 21 |
|
|
2019
Q2 | $3.85M | Sell |
42,883
-7,862
| -15% | -$706K | 2.22% | 8 |
|
|
2019
Q1 | $4.41M | Buy |
50,745
+1,977
| +4% | +$172K | 2.72% | 7 |
|
|
2018
Q4 | $4.04M | Buy |
48,768
+1,207
| +3% | +$100K | 3.66% | 7 |
|
|
2018
Q3 | $3.97M | Buy |
47,561
+2,600
| +6% | +$217K | 2.38% | 7 |
|
|
2018
Q2 | $3.76M | Buy |
+44,961
| New | +$3.76M | 3.06% | 7 |
|
|
2017
Q3 | $2.51M | Buy |
+28,476
| New | +$2.51M | 3.43% | 8 |
|