SIM
Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $99K | Buy |
1,050
+850
| +425% | +$80.1K | 0.01% | 301 |
|
|
2021
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 587 |
|
|
2021
Q1 | $19K | Sell |
200
-67
| -25% | -$6.37K | ﹤0.01% | 1015 |
|
|
2020
Q4 | $26K | Sell |
267
-513
| -66% | -$50K | ﹤0.01% | 812 |
|
|
2020
Q3 | $75K | Buy |
780
+522
| +202% | +$50.2K | 0.01% | 457 |
|
|
2020
Q2 | $25K | Hold |
258
| – | – | ﹤0.01% | 700 |
|
|
2020
Q1 | $22K | Hold |
258
| – | – | ﹤0.01% | 730 |
|
|
2019
Q4 | $24K | Hold |
258
| – | – | ﹤0.01% | 806 |
|
|
2019
Q3 | $24K | Sell |
258
-230
| -47% | -$21.4K | ﹤0.01% | 794 |
|
|
2019
Q2 | $44K | Buy |
488
+258
| +112% | +$23.3K | ﹤0.01% | 590 |
|
|
2019
Q1 | $20K | Buy |
+230
| New | +$20K | ﹤0.01% | 796 |
|
|
2018
Q2 | – | Sell |
-227
| Closed | -$19.3K | – | 1221 |
|
|
2018
Q1 | $19.3K | Buy |
+227
| New | +$19.3K | ﹤0.01% | 598 |
|