RWA
Ropes Wealth Advisors’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 | $381K | Buy |
+5,015
| New | +$381K | 0.07% | 185 |
|
2021
Q1 | – | Sell |
-101
| Closed | -$10K | – | 760 |
|
2020
Q4 | $10K | Buy |
+101
| New | +$10K | ﹤0.01% | 539 |
|
2019
Q3 | – | Sell |
-26
| Closed | -$2K | – | 593 |
|
2019
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 547 |
|