Principle Wealth Partners’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 |
-4,800
| Closed | -$384K | – | 349 |
|
|
2024
Q2 | $384K | Buy |
4,800
+16
| +0.3% | +$1.28K | 0.03% | 247 |
|
|
2024
Q1 | $385K | Buy |
4,784
+50
| +1% | +$4.03K | 0.03% | 250 |
|
|
2023
Q4 | $385K | Buy |
4,734
+1,435
| +43% | +$117K | 0.03% | 242 |
|
|
2023
Q3 | $251K | Hold |
3,299
| – | – | 0.03% | 280 |
|
|
2023
Q2 | $261K | Hold |
3,299
| – | – | 0.03% | 285 |
|
|
2023
Q1 | $265K | Sell |
3,299
-42
| -1% | -$3.37K | 0.03% | 272 |
|
|
2022
Q4 | $259K | Hold |
3,341
| – | – | 0.03% | 275 |
|
|
2022
Q3 | $253 | Hold |
3,341
| – | – | 0.02% | 253 |
|
|
2022
Q2 | $267K | Hold |
3,341
| – | – | 0.03% | 263 |
|
|
2022
Q1 | $287K | Buy |
3,341
+42
| +1% | +$3.61K | 0.03% | 266 |
|
|
2021
Q4 | $306K | Sell |
3,299
-152
| -4% | -$14.1K | 0.03% | 259 |
|
|
2021
Q3 | $326K | Buy |
3,451
+112
| +3% | +$10.6K | 0.04% | 239 |
|
|
2021
Q2 | $317K | Buy |
3,339
+393
| +13% | +$37.3K | 0.04% | 248 |
|
|
2021
Q1 | $274K | Sell |
2,946
-2,613
| -47% | -$243K | 0.03% | 248 |
|
|
2020
Q4 | $540K | Buy |
+5,559
| New | +$540K | 0.07% | 169 |
|
|
2020
Q3 | – | Sell |
-118
| Closed | -$11K | – | 412 |
|
|
2020
Q2 | $11K | Buy |
+118
| New | +$11K | ﹤0.01% | 401 |
|