PWAG
Polaris Wealth Advisory Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $211K | Buy |
2,775
+44
| +2% | +$3.34K | 0.02% | 164 |
|
|
2023
Q2 | $216K | Buy |
2,731
+25
| +0.9% | +$1.98K | 0.02% | 137 |
|
|
2023
Q1 | $217K | Sell |
2,706
-619
| -19% | -$49.7K | 0.02% | 163 |
|
|
2022
Q4 | $265K | Sell |
3,325
-1,339
| -29% | -$107K | 0.02% | 155 |
|
|
2022
Q3 | $350K | Buy |
+4,664
| New | +$350K | 0.03% | 131 |
|
|
2019
Q1 | – | Sell |
-3,151
| Closed | -$261K | – | 178 |
|
|
2018
Q4 | $261K | Sell |
3,151
-12
| -0.4% | -$994 | 0.02% | 127 |
|
|
2018
Q3 | $264K | Buy |
3,163
+408
| +15% | +$34.1K | 0.02% | 138 |
|
|
2018
Q2 | $234K | Hold |
2,755
| – | – | 0.02% | 96 |
|
|
2018
Q1 | $234K | Sell |
2,755
-13,827
| -83% | -$1.17M | 0.02% | 128 |
|
|
2017
Q4 | $1.45M | Sell |
16,582
-10,442
| -39% | -$912K | 0.12% | 79 |
|
|
2017
Q3 | $2.38M | Buy |
27,024
+4,094
| +18% | +$360K | 0.21% | 64 |
|
|
2017
Q2 | $2.01M | Sell |
22,930
-95
| -0.4% | -$8.32K | 0.23% | 55 |
|
|
2017
Q1 | $1.99M | Sell |
23,025
-1,976
| -8% | -$171K | 0.22% | 62 |
|
|
2016
Q4 | $2.14M | Sell |
25,001
-429
| -2% | -$36.8K | 0.25% | 60 |
|
|
2016
Q3 | $2.28M | Buy |
25,430
+69
| +0.3% | +$6.18K | 0.27% | 56 |
|
|
2016
Q2 | $2.27M | Buy |
25,361
+1,499
| +6% | +$134K | 0.35% | 42 |
|
|
2016
Q1 | $2.07M | Buy |
+23,862
| New | +$2.07M | 0.32% | 47 |
|
|
2014
Q2 | – | Sell |
-1,278
| Closed | -$109K | – | 143 |
|
|
2014
Q1 | $109K | Sell |
1,278
-83
| -6% | -$7.08K | 0.03% | 85 |
|
|
2013
Q4 | $113K | Hold |
1,361
| – | – | 0.03% | 87 |
|
|
2013
Q3 | $114K | Buy |
1,361
+450
| +49% | +$37.5K | 0.04% | 74 |
|
|
2013
Q2 | $75.6K | Buy |
+911
| New | +$75.6K | 0.03% | 74 |
|