MWM
Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,163
| Closed | -$307K | – | 209 |
|
|
2020
Q4 | $307K | Hold |
3,163
| – | – | 0.09% | 122 |
|
|
2020
Q3 | $303K | Hold |
3,163
| – | – | 0.11% | 112 |
|
|
2020
Q2 | $301K | Buy |
3,163
+330
| +12% | +$31.4K | 0.15% | 95 |
|
|
2020
Q1 | $247K | Buy |
+2,833
| New | +$247K | 0.18% | 95 |
|