Sterling Investment Advisors (Pennsylvania)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-251
| Closed | -$20K | – | 498 |
|
|
2022
Q2 | $20K | Sell |
251
-201
| -44% | -$16K | 0.01% | 329 |
|
|
2022
Q1 | $39K | Hold |
452
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $42K | Hold |
452
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $43K | Hold |
452
| – | – | 0.01% | 266 |
|
|
2021
Q2 | $43K | Buy |
452
+203
| +82% | +$19.3K | 0.01% | 275 |
|
|
2021
Q1 | $23K | Sell |
249
-2,053
| -89% | -$190K | 0.01% | 321 |
|
|
2020
Q4 | $224K | Hold |
2,302
| – | – | 0.08% | 125 |
|
|
2020
Q3 | $221K | Hold |
2,302
| – | – | 0.09% | 121 |
|
|
2020
Q2 | $219K | Hold |
2,302
| – | – | 0.09% | 121 |
|
|
2020
Q1 | $200K | Hold |
2,302
| – | – | 0.11% | 109 |
|
|
2019
Q4 | $210K | Hold |
2,302
| – | – | 0.1% | 112 |
|
|
2019
Q3 | $210K | Buy |
2,302
+2,101
| +1,045% | +$192K | 0.11% | 104 |
|
|
2019
Q2 | $18K | Buy |
+201
| New | +$18K | 0.01% | 307 |
|