PWM
PRW Wealth Management’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 | $1.94M | Sell |
26,010
-390
| -1% | -$29K | 0.74% | 27 |
|
|
2023
Q2 | $2.09M | Sell |
26,400
-3,400
| -11% | -$269K | 0.72% | 21 |
|
|
2023
Q1 | $2.4M | Buy |
29,800
+17,800
| +148% | +$1.43M | 0.94% | 25 |
|
|
2022
Q4 | $930K | Buy |
+12,000
| New | +$930K | 0.4% | 24 |
|
|
2021
Q3 | – | Sell |
-7,504
| Closed | -$713K | – | 278 |
|
|
2021
Q2 | $713K | Sell |
7,504
-3,838
| -34% | -$365K | 0.21% | 123 |
|
|
2021
Q1 | $1.06M | Hold |
11,342
| – | – | 0.52% | 37 |
|
|
2020
Q4 | $1.1M | Hold |
11,342
| – | – | 0.62% | 33 |
|
|
2020
Q3 | $1.09M | Hold |
11,342
| – | – | 0.78% | 28 |
|
|
2020
Q2 | $1.08M | Hold |
11,342
| – | – | 0.86% | 26 |
|
|
2020
Q1 | $988K | Buy |
11,342
+2,500
| +28% | +$218K | 1.2% | 22 |
|
|
2019
Q4 | $808K | Hold |
8,842
| – | – | 0.92% | 28 |
|
|
2019
Q3 | $807K | Hold |
8,842
| – | – | 0.98% | 25 |
|
|
2019
Q2 | $794K | Hold |
8,842
| – | – | 0.88% | 27 |
|
|
2019
Q1 | $768K | Buy |
8,842
+2,600
| +42% | +$226K | 0.71% | 27 |
|
|
2018
Q4 | $517K | Buy |
+6,242
| New | +$517K | 0.64% | 28 |
|