PWA
Pillar Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,994
| Closed | -$239K | – | 55 |
|
|
2024
Q2 | $239K | Sell |
2,994
-943
| -24% | -$75.4K | 0.29% | 54 |
|
|
2024
Q1 | $317K | Sell |
3,937
-7,802
| -66% | -$628K | 0.24% | 59 |
|
|
2023
Q4 | $954K | Hold |
11,739
| – | – | 0.74% | 33 |
|
|
2023
Q3 | $892K | Hold |
11,739
| – | – | 0.77% | 34 |
|
|
2023
Q2 | $928K | Buy |
11,739
+114
| +1% | +$9.01K | 0.78% | 35 |
|
|
2023
Q1 | $933K | Hold |
11,625
| – | – | 0.93% | 23 |
|
|
2022
Q4 | $901K | Buy |
+11,625
| New | +$901K | 0.87% | 24 |
|