NWS
Newport Wealth Strategies’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
Q3 | $901K | Sell |
9,540
-2,655
| -22% | -$251K | 0.54% | 38 |
|
|
2021
Q2 | $1.16M | Sell |
12,195
-1,600
| -12% | -$152K | 0.67% | 37 |
|
|
2021
Q1 | $1.28M | Sell |
13,795
-17,722
| -56% | -$1.65M | 0.8% | 33 |
|
|
2020
Q4 | $3.02M | Hold |
31,517
| – | – | 2.26% | 16 |
|
|
2020
Q3 | $3.02M | Buy |
31,517
+720
| +2% | +$69K | 2.25% | 16 |
|
|
2020
Q2 | $2.93M | Buy |
30,797
+19,097
| +163% | +$1.82M | 2.67% | 14 |
|
|
2020
Q1 | $1.06M | Buy |
11,700
+5,840
| +100% | +$529K | 1% | 28 |
|
|
2019
Q4 | $537K | Buy |
5,860
+2,530
| +76% | +$232K | 0.39% | 50 |
|
|
2019
Q3 | $304K | Buy |
+3,330
| New | +$304K | 0.28% | 63 |
|