SWA
SFMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,850
| Closed | -$534K | – | 181 |
|
|
2019
Q4 | $534K | Hold |
5,850
| – | – | 0.07% | 102 |
|
|
2019
Q3 | $534K | Hold |
5,850
| – | – | 0.07% | 86 |
|
|
2019
Q2 | $526K | Hold |
5,850
| – | – | 0.07% | 87 |
|
|
2019
Q1 | $508K | Hold |
5,850
| – | – | 0.07% | 80 |
|
|
2018
Q4 | $485K | Hold |
5,850
| – | – | 0.08% | 72 |
|
|
2018
Q3 | $480K | Hold |
5,850
| – | – | 0.07% | 70 |
|
|
2018
Q2 | $489K | Hold |
5,850
| – | – | 0.08% | 72 |
|
|
2018
Q1 | $496K | Hold |
5,850
| – | – | 0.08% | 70 |
|
|
2017
Q4 | $511K | Hold |
5,850
| – | – | 0.08% | 71 |
|
|
2017
Q3 | $515K | Sell |
5,850
-351
| -6% | -$30.9K | 0.1% | 64 |
|
|
2017
Q2 | $543K | Buy |
6,201
+194
| +3% | +$17K | 0.11% | 58 |
|
|
2017
Q1 | $519K | Buy |
6,007
+157
| +3% | +$13.6K | 0.11% | 58 |
|
|
2016
Q4 | $501K | Sell |
5,850
-61
| -1% | -$5.22K | 0.11% | 62 |
|
|
2016
Q3 | $530K | Hold |
5,911
| – | – | 0.12% | 64 |
|
|
2016
Q2 | $529K | Buy |
5,911
+28
| +0.5% | +$2.51K | 0.12% | 64 |
|
|
2016
Q1 | $511K | Hold |
5,883
| – | – | 0.11% | 63 |
|
|
2015
Q4 | $495K | Buy |
5,883
+33
| +0.6% | +$2.78K | 0.11% | 75 |
|
|
2015
Q3 | $500K | Hold |
5,850
| – | – | 0.12% | 74 |
|
|
2015
Q2 | $499K | Sell |
5,850
-5,850
| -50% | -$499K | 0.11% | 74 |
|
|
2015
Q1 | $1.03M | Buy |
11,700
+5,850
| +100% | +$513K | 0.08% | 74 |
|
|
2014
Q4 | $504K | Hold |
5,850
| – | – | 0.11% | 80 |
|
|
2014
Q3 | $502K | Hold |
5,850
| – | – | 0.16% | 42 |
|
|
2014
Q2 | $506K | Hold |
5,850
| – | – | 0.17% | 40 |
|
|
2014
Q1 | $497K | Hold |
5,850
| – | – | 0.17% | 38 |
|
|
2013
Q4 | $484K | Hold |
5,850
| – | – | 0.17% | 41 |
|
|
2013
Q3 | $488K | Hold |
5,850
| – | – | 0.2% | 36 |
|
|
2013
Q2 | $486K | Buy |
+5,850
| New | +$486K | 0.19% | 39 |
|