Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,100
| Closed | -$83.6K | – | 719 |
|
|
2023
Q3 | $83.6K | Hold |
1,100
| – | – | 0.04% | 295 |
|
|
2023
Q2 | $86.9K | Hold |
1,100
| – | – | 0.04% | 297 |
|
|
2023
Q1 | $88.2K | Sell |
1,100
-2,200
| -67% | -$176K | 0.05% | 284 |
|
|
2022
Q4 | $256K | Hold |
3,300
| – | – | 0.14% | 159 |
|
|
2022
Q3 | $250K | Hold |
3,300
| – | – | 0.13% | 164 |
|
|
2022
Q2 | $264K | Buy |
3,300
+1,100
| +50% | +$88K | 0.13% | 158 |
|
|
2022
Q1 | $189K | Sell |
2,200
-50
| -2% | -$4.3K | 0.08% | 215 |
|
|
2021
Q4 | $209K | Sell |
2,250
-75
| -3% | -$6.97K | 0.08% | 210 |
|
|
2021
Q3 | $220K | Sell |
2,325
-675
| -23% | -$63.9K | 0.09% | 205 |
|
|
2021
Q2 | $285K | Sell |
3,000
-2,550
| -46% | -$242K | 0.09% | 205 |
|
|
2021
Q1 | $516K | Sell |
5,550
-600
| -10% | -$55.8K | 0.15% | 140 |
|
|
2020
Q4 | $597K | Sell |
6,150
-100
| -2% | -$9.71K | 0.18% | 122 |
|
|
2020
Q3 | $599K | Hold |
6,250
| – | – | 0.2% | 111 |
|
|
2020
Q2 | $595K | Buy |
6,250
+275
| +5% | +$26.2K | 0.21% | 111 |
|
|
2020
Q1 | $520K | Sell |
5,975
-175
| -3% | -$15.2K | 0.21% | 113 |
|
|
2019
Q4 | $562K | Buy |
6,150
+550
| +10% | +$50.3K | 0.17% | 149 |
|
|
2019
Q3 | $511K | Buy |
5,600
+3,575
| +177% | +$326K | 0.16% | 151 |
|
|
2019
Q2 | $182K | Buy |
2,025
+650
| +47% | +$58.4K | 0.06% | 282 |
|
|
2019
Q1 | $119K | Buy |
1,375
+100
| +8% | +$8.66K | 0.04% | 350 |
|
|
2018
Q4 | $106K | Hold |
1,275
| – | – | 0.04% | 354 |
|
|
2018
Q3 | $107K | Hold |
1,275
| – | – | 0.03% | 390 |
|
|
2018
Q2 | $106K | Hold |
1,275
| – | – | 0.03% | 394 |
|
|
2018
Q1 | $108K | Buy |
+1,275
| New | +$108K | 0.03% | 394 |
|