SWM
Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,931
| Closed | -$633K | – | 48 |
|
|
2019
Q3 | $633K | Buy |
6,931
+4,298
| +163% | +$393K | 1.29% | 24 |
|
|
2019
Q2 | $237K | Sell |
2,633
-4,434
| -63% | -$399K | 0.22% | 49 |
|
|
2019
Q1 | $614K | Buy |
7,067
+4,434
| +168% | +$385K | 0.5% | 37 |
|
|
2018
Q4 | $218K | Sell |
2,633
-4,864
| -65% | -$403K | 0.22% | 56 |
|
|
2018
Q3 | $625K | Buy |
7,497
+1,121
| +18% | +$93.5K | 0.54% | 38 |
|
|
2018
Q2 | $549K | Buy |
6,376
+2,596
| +69% | +$224K | 0.58% | 36 |
|
|
2018
Q1 | $322K | Sell |
3,780
-238
| -6% | -$20.3K | 0.31% | 44 |
|
|
2017
Q4 | $346K | Buy |
+4,018
| New | +$346K | 0.31% | 40 |
|