MWM
MinichMacGregor Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-625
| Closed | -$53K | – | 590 |
|
2018
Q1 | $53K | Hold |
625
| – | – | 0.04% | 110 |
|
2017
Q4 | $54K | Hold |
625
| – | – | 0.04% | 109 |
|
2017
Q3 | $55K | Hold |
625
| – | – | 0.05% | 97 |
|
2017
Q2 | $54K | Hold |
625
| – | – | 0.05% | 99 |
|
2017
Q1 | $53K | Hold |
625
| – | – | 0.05% | 100 |
|
2016
Q4 | $53K | Hold |
625
| – | – | 0.05% | 102 |
|
2016
Q3 | $55K | Hold |
625
| – | – | 0.05% | 110 |
|
2016
Q2 | $55K | Hold |
625
| – | – | 0.05% | 104 |
|
2016
Q1 | $54K | Hold |
625
| – | – | 0.05% | 99 |
|
2015
Q4 | $54K | Buy |
+625
| New | +$54K | 0.05% | 101 |
|