MWM
MY 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100,603
| Closed | -$7.61M | – | 26 |
|
|
2022
Q3 | $7.61M | Buy |
100,603
+33,913
| +51% | +$2.57M | 8.17% | 5 |
|
|
2022
Q2 | $5.34M | Sell |
66,690
-293
| -0.4% | -$23.4K | 5.76% | 5 |
|
|
2022
Q1 | $5.76M | Buy |
66,983
+7,395
| +12% | +$636K | 5.34% | 6 |
|
|
2021
Q4 | $5.53M | Buy |
+59,588
| New | +$5.53M | 4.86% | 8 |
|