Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $166K | Buy |
1,791
+164
| +10% | +$15.2K | 0.01% | 225 |
|
|
2021
Q3 | $154K | Buy |
1,627
+1,179
| +263% | +$112K | 0.01% | 220 |
|
|
2021
Q2 | $43K | Sell |
448
-309
| -41% | -$29.7K | ﹤0.01% | 401 |
|
|
2021
Q1 | $70K | Buy |
757
+397
| +110% | +$36.7K | 0.01% | 308 |
|
|
2020
Q4 | $35K | Hold |
360
| – | – | ﹤0.01% | 389 |
|
|
2020
Q3 | $34K | Buy |
360
+246
| +216% | +$23.2K | ﹤0.01% | 364 |
|
|
2020
Q2 | $11K | Hold |
114
| – | – | ﹤0.01% | 566 |
|
|
2020
Q1 | $10K | Buy |
114
+93
| +443% | +$8.16K | ﹤0.01% | 549 |
|
|
2019
Q4 | $2K | Sell |
21
-200
| -90% | -$19K | ﹤0.01% | 823 |
|
|
2019
Q3 | $20K | Buy |
221
+200
| +952% | +$18.1K | ﹤0.01% | 513 |
|
|
2019
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 876 |
|
|
2019
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 896 |
|
|
2018
Q4 | $2K | Sell |
21
-69
| -77% | -$6.57K | ﹤0.01% | 871 |
|
|
2018
Q3 | $8K | Buy |
90
+69
| +329% | +$6.13K | ﹤0.01% | 754 |
|
|
2018
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 931 |
|
|
2018
Q1 | – | Sell |
-192
| Closed | -$17K | – | 1061 |
|
|
2017
Q4 | $17K | Hold |
192
| – | – | ﹤0.01% | 549 |
|
|
2017
Q3 | $17K | Sell |
192
-77
| -29% | -$6.82K | ﹤0.01% | 539 |
|
|
2017
Q2 | $24K | Buy |
+269
| New | +$24K | ﹤0.01% | 461 |
|
|
2017
Q1 | – | Sell |
-288
| Closed | -$25K | – | 959 |
|
|
2016
Q4 | $25K | Hold |
288
| – | – | ﹤0.01% | 412 |
|
|
2016
Q3 | $26K | Hold |
288
| – | – | ﹤0.01% | 366 |
|
|
2016
Q2 | $26K | Hold |
288
| – | – | ﹤0.01% | 344 |
|
|
2016
Q1 | $25K | Hold |
288
| – | – | ﹤0.01% | 402 |
|
|
2015
Q4 | $24K | Buy |
+288
| New | +$24K | ﹤0.01% | 421 |
|