PWMG
Prestige Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-515
| Closed | -$48K | – | 1058 |
|
|
2021
Q4 | $48K | Hold |
515
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $49K | Sell |
515
-6,628
| -93% | -$631K | 0.01% | 265 |
|
|
2021
Q2 | $679K | Sell |
7,143
-30
| -0.4% | -$2.85K | 0.18% | 55 |
|
|
2021
Q1 | $667K | Sell |
7,173
-782
| -10% | -$72.7K | 0.18% | 53 |
|
|
2020
Q4 | $773K | Sell |
7,955
-175
| -2% | -$17K | 0.21% | 53 |
|
|
2020
Q3 | $779K | Buy |
8,130
+836
| +11% | +$80.1K | 0.24% | 56 |
|
|
2020
Q2 | $694K | Buy |
+7,294
| New | +$694K | 0.24% | 46 |
|
|
2020
Q1 | – | Sell |
-245
| Closed | -$22K | – | 1015 |
|
|
2019
Q4 | $22K | Hold |
245
| – | – | 0.01% | 285 |
|
|
2019
Q3 | $22K | Hold |
245
| – | – | 0.01% | 272 |
|
|
2019
Q2 | $22K | Hold |
245
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $21K | Hold |
245
| – | – | 0.01% | 275 |
|
|
2018
Q4 | $20K | Buy |
+245
| New | +$20K | 0.01% | 311 |
|