Simplicity Solutions’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 |
-11,359
| Closed | -$898K | – | 1096 |
|
2023
Q2 | $898K | Buy |
11,359
+1,986
| +21% | +$157K | 0.02% | 490 |
|
2023
Q1 | $752K | Buy |
+9,373
| New | +$752K | 0.02% | 567 |
|
2021
Q1 | – | Sell |
-46,403
| Closed | -$4.51M | – | 945 |
|
2020
Q4 | $4.51M | Buy |
46,403
+3,625
| +8% | +$352K | 0.07% | 250 |
|
2020
Q3 | $4.1M | Sell |
42,778
-90,891
| -68% | -$8.71M | 0.08% | 220 |
|
2020
Q2 | $12.7M | Buy |
133,669
+90,487
| +210% | +$8.61M | 0.25% | 87 |
|
2020
Q1 | $3.76M | Buy |
+43,182
| New | +$3.76M | 0.12% | 153 |
|
2019
Q3 | – | Sell |
-3,804
| Closed | -$342K | – | 779 |
|
2019
Q2 | $342K | Sell |
3,804
-9,418
| -71% | -$847K | 0.01% | 456 |
|
2019
Q1 | $1.15M | Sell |
13,222
-7,199
| -35% | -$626K | 0.07% | 230 |
|
2018
Q4 | $1.69M | Buy |
+20,421
| New | +$1.69M | 0.22% | 111 |
|