Provenance Wealth Advisors’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
2024
Q2
Sell
-5,610
Closed -$452K 549
2024
Q1
$452K Sell
5,610
-1,244
-18% -$100K 0.06% 91
2023
Q4
$557K Buy
+6,854
New +$557K 0.08% 82