SFWA
Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-29,581
| Closed | -$2.41M | – | 138 |
|
|
2022
Q2 | $2.41M | Sell |
29,581
-1,529
| -5% | -$125K | 0.58% | 34 |
|
|
2022
Q1 | $2.68M | Sell |
31,110
-2,767
| -8% | -$238K | 0.54% | 36 |
|
|
2021
Q4 | $3.13M | Sell |
33,877
-1,222
| -3% | -$113K | 0.6% | 35 |
|
|
2021
Q3 | $3.31M | Sell |
35,099
-541
| -2% | -$51.1K | 0.75% | 32 |
|
|
2021
Q2 | $3.39M | Buy |
35,640
+637
| +2% | +$60.6K | 0.76% | 32 |
|
|
2021
Q1 | $3.4M | Buy |
35,003
+11,227
| +47% | +$1.09M | 0.87% | 29 |
|
|
2020
Q4 | $2.28M | Sell |
23,776
-489
| -2% | -$46.9K | 0.62% | 33 |
|
|
2020
Q3 | $2.32M | Buy |
24,265
+3,426
| +16% | +$327K | 0.62% | 32 |
|
|
2020
Q2 | $1.99M | Buy |
20,839
+1,189
| +6% | +$113K | 0.53% | 33 |
|
|
2020
Q1 | $1.71M | Buy |
19,650
+1,438
| +8% | +$125K | 0.54% | 34 |
|
|
2019
Q4 | $1.69M | Buy |
18,212
+598
| +3% | +$55.5K | 0.41% | 48 |
|
|
2019
Q3 | $1.6M | Buy |
17,614
+441
| +3% | +$40.1K | 0.39% | 54 |
|
|
2019
Q2 | $1.54M | Buy |
17,173
+296
| +2% | +$26.6K | 0.38% | 60 |
|
|
2019
Q1 | $1.46M | Buy |
16,877
+5,339
| +46% | +$460K | 0.38% | 57 |
|
|
2018
Q4 | $956K | Sell |
11,538
-1,267
| -10% | -$105K | 0.31% | 56 |
|
|
2018
Q3 | $1.06M | Buy |
12,805
+8,515
| +198% | +$704K | 0.32% | 59 |
|
|
2018
Q2 | $364K | Hold |
4,290
| – | – | 0.12% | 97 |
|
|
2018
Q1 | $364K | Sell |
4,290
-2,003
| -32% | -$170K | 0.12% | 99 |
|
|
2017
Q4 | $550K | Buy |
+6,293
| New | +$550K | 0.19% | 84 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$42K | – | 211 |
|
|
2015
Q3 | $42K | Buy |
+500
| New | +$42K | 0.03% | 133 |
|