SA
Sunesis 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-21,096
| Closed | -$1.6M | – | 75 |
|
2023
Q3 | $1.6M | Buy |
+21,096
| New | +$1.6M | 1.14% | 11 |
|
2023
Q1 | $1.69M | Sell |
21,096
-20,243
| -49% | -$1.62M | 1.22% | 10 |
|
2022
Q4 | $3.2M | Hold |
41,339
| – | – | 2.05% | 10 |
|
2022
Q3 | $3.13M | Hold |
41,339
| – | – | 2.15% | 10 |
|
2022
Q2 | $3.31M | Hold |
41,339
| – | – | 2.15% | 10 |
|
2022
Q1 | $3.56M | Hold |
41,339
| – | – | 2.06% | 10 |
|
2021
Q4 | $3.84M | Hold |
41,339
| – | – | 2.81% | 6 |
|
2021
Q3 | $3.9M | Hold |
41,339
| – | – | 3.01% | 6 |
|
2021
Q2 | $3.93M | Hold |
41,339
| – | – | 3.01% | 6 |
|
2021
Q1 | $3.85M | Hold |
41,339
| – | – | 3.07% | 7 |
|
2020
Q4 | $4.02M | Hold |
41,339
| – | – | 3.25% | 7 |
|
2020
Q3 | $3.96M | Hold |
41,339
| – | – | 3.52% | 7 |
|
2020
Q2 | $3.93M | Hold |
41,339
| – | – | 3.62% | 7 |
|
2020
Q1 | $3.6M | Sell |
41,339
-1,401
| -3% | -$122K | 3.62% | 8 |
|
2019
Q4 | $3.9M | Buy |
42,740
+13,741
| +47% | +$1.25M | 3.55% | 7 |
|
2019
Q3 | $2.65M | Buy |
28,999
+7,841
| +37% | +$715K | 2.75% | 8 |
|
2019
Q2 | $1.9M | Sell |
21,158
-1,706
| -7% | -$153K | 2.04% | 11 |
|
2019
Q1 | $1.99M | Sell |
22,864
-13,087
| -36% | -$1.14M | 2% | 12 |
|
2018
Q4 | $2.98M | Hold |
35,951
| – | – | 3.25% | 7 |
|
2018
Q3 | $3M | Buy |
35,951
+7,563
| +27% | +$632K | 3.03% | 8 |
|
2018
Q2 | $2.37M | Buy |
+28,388
| New | +$2.37M | 2.91% | 9 |
|