SWA
SOA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13
| Closed | -$1.04K | – | 863 |
|
|
2024
Q2 | $1.04K | Sell |
13
-23
| -64% | -$1.84K | ﹤0.01% | 722 |
|
|
2024
Q1 | $2.9K | Hold |
36
| – | – | ﹤0.01% | 665 |
|
|
2023
Q4 | $2.93K | Sell |
36
-48
| -57% | -$3.9K | ﹤0.01% | 656 |
|
|
2023
Q3 | $6.38K | Buy |
84
+48
| +133% | +$3.65K | ﹤0.01% | 579 |
|
|
2023
Q2 | $2.85K | Hold |
36
| – | – | ﹤0.01% | 685 |
|
|
2023
Q1 | $2.89K | Hold |
36
| – | – | ﹤0.01% | 685 |
|
|
2022
Q4 | $2.79K | Sell |
36
-133
| -79% | -$10.3K | ﹤0.01% | 699 |
|
|
2022
Q3 | $12K | Buy |
169
+133
| +369% | +$9.44K | ﹤0.01% | 488 |
|
|
2022
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 721 |
|
|
2022
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 774 |
|