NewFocus Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-3,655
| Closed | -$319K | – | 77 |
|
2017
Q4 | $319K | Sell |
3,655
-177
| -5% | -$15.4K | 0.19% | 60 |
|
2017
Q3 | $337K | Sell |
3,832
-172
| -4% | -$15.1K | 0.22% | 58 |
|
2017
Q2 | $350K | Hold |
4,004
| – | – | 0.2% | 60 |
|
2017
Q1 | $346K | Buy |
4,004
+1,634
| +69% | +$141K | 0.21% | 50 |
|
2016
Q4 | $203K | Buy |
+2,370
| New | +$203K | 0.14% | 58 |
|