SWM
Selective 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 | – | Sell |
-3,792
| Closed | -$296K | – | 109 |
|
|
2023
Q2 | $296K | Buy |
+3,792
| New | +$296K | 0.15% | 78 |
|
|
2022
Q4 | $422K | Sell |
5,248
-451
| -8% | -$36.3K | 0.22% | 62 |
|
|
2022
Q3 | $431K | Buy |
5,699
+31
| +0.5% | +$2.34K | 0.18% | 71 |
|
|
2022
Q2 | $454K | Buy |
5,668
+1,860
| +49% | +$149K | 0.16% | 82 |
|
|
2022
Q1 | $328K | Buy |
3,808
+2,679
| +237% | +$231K | 0.12% | 90 |
|
|
2021
Q4 | $105K | Buy |
+1,129
| New | +$105K | 0.04% | 189 |
|