OTA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,576
| Closed | -$1.41M | – | 37 |
|
|
2023
Q1 | $1.41M | Buy |
17,576
+4,479
| +34% | +$359K | 1.24% | 12 |
|
|
2022
Q4 | $1.02M | Buy |
+13,097
| New | +$1.02M | 1.01% | 17 |
|
|
2022
Q2 | – | Sell |
-19,930
| Closed | -$1.71M | – | 117 |
|
|
2022
Q1 | $1.71M | Sell |
19,930
-45,029
| -69% | -$3.87M | 1.09% | 9 |
|
|
2021
Q4 | $6.03M | Buy |
+64,959
| New | +$6.03M | 4.12% | 7 |
|
|
2021
Q3 | – | Sell |
-20,859
| Closed | -$1.98M | – | 91 |
|
|
2021
Q2 | $1.98M | Buy |
+20,859
| New | +$1.98M | 2.2% | 12 |
|
|
2020
Q4 | – | Sell |
-94,794
| Closed | -$9.08M | – | 79 |
|
|
2020
Q3 | $9.08M | Sell |
94,794
-21,931
| -19% | -$2.1M | 8.42% | 2 |
|
|
2020
Q2 | $11.1M | Buy |
+116,725
| New | +$11.1M | 12.58% | 1 |
|