SFA
Source Financial 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 | $898K | Sell |
10,726
-954
| -8% | -$79.9K | 0.27% | 50 |
|
|
2024
Q2 | $934K | Sell |
11,680
-418
| -3% | -$33.4K | 0.29% | 47 |
|
|
2024
Q1 | $974K | Sell |
12,098
-7,707
| -39% | -$620K | 0.3% | 44 |
|
|
2023
Q4 | $1.61M | Sell |
19,805
-422
| -2% | -$34.3K | 0.5% | 36 |
|
|
2023
Q3 | $1.54M | Sell |
20,227
-2,856
| -12% | -$217K | 0.52% | 40 |
|
|
2023
Q2 | $1.82M | Buy |
23,083
+2,545
| +12% | +$201K | 0.6% | 35 |
|
|
2023
Q1 | $1.65M | Sell |
20,538
-432
| -2% | -$34.7K | 0.55% | 35 |
|
|
2022
Q4 | $1.63M | Sell |
20,970
-4,948
| -19% | -$384K | 0.61% | 36 |
|
|
2022
Q3 | $1.96M | Sell |
25,918
-2,861
| -10% | -$216K | 0.78% | 32 |
|
|
2022
Q2 | $2.3M | Sell |
28,779
-554
| -2% | -$44.3K | 0.9% | 30 |
|
|
2022
Q1 | $2.52M | Sell |
29,333
-5,793
| -16% | -$498K | 0.74% | 27 |
|
|
2021
Q4 | $3.26M | Sell |
35,126
-1,267
| -3% | -$118K | 0.88% | 24 |
|
|
2021
Q3 | $3.44M | Buy |
36,393
+419
| +1% | +$39.6K | 0.89% | 23 |
|
|
2021
Q2 | $3.42M | Sell |
35,974
-2,436
| -6% | -$232K | 0.88% | 24 |
|
|
2021
Q1 | $3.57M | Buy |
38,410
+769
| +2% | +$71.5K | 0.95% | 23 |
|
|
2020
Q4 | $3.66M | Buy |
+37,641
| New | +$3.66M | 0.99% | 21 |
|