PWMG
Provence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.31M | Buy |
40,749
+10,902
| +37% | +$886K | 1.78% | 14 |
|
|
2023
Q3 | $2.27M | Buy |
29,847
+5,896
| +25% | +$448K | 1.39% | 17 |
|
|
2023
Q2 | $1.89M | Buy |
23,951
+6,831
| +40% | +$540K | 1.11% | 22 |
|
|
2023
Q1 | $1.37M | Buy |
17,120
+8,594
| +101% | +$689K | 0.91% | 23 |
|
|
2022
Q4 | $661K | Buy |
+8,526
| New | +$661K | 0.54% | 43 |
|