SWA
Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.33M | Buy |
17,532
+3,836
| +28% | +$291K | 0.66% | 27 |
|
|
2023
Q2 | $1.08M | Buy |
13,696
+5,299
| +63% | +$419K | 0.52% | 34 |
|
|
2023
Q1 | $674K | Buy |
8,397
+5,739
| +216% | +$460K | 0.36% | 50 |
|
|
2022
Q4 | $206K | Buy |
+2,658
| New | +$206K | 0.08% | 172 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1347 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1308 |
|
|
2018
Q3 | – | Sell |
-140
| Closed | -$11.7K | – | 1167 |
|
|
2018
Q2 | $11.7K | Hold |
140
| – | – | 0.01% | 795 |
|
|
2018
Q1 | $11.9K | Hold |
140
| – | – | 0.01% | 766 |
|
|
2017
Q4 | $12.2K | Hold |
140
| – | – | 0.01% | 720 |
|
|
2017
Q3 | $12.3K | Hold |
140
| – | – | 0.01% | 711 |
|
|
2017
Q2 | $12.3K | Hold |
140
| – | – | 0.01% | 695 |
|
|
2017
Q1 | $12.1K | Hold |
140
| – | – | 0.01% | 665 |
|
|
2016
Q4 | $12K | Sell |
140
-150
| -52% | -$12.9K | 0.01% | 644 |
|
|
2016
Q3 | $26K | Hold |
290
| – | – | 0.02% | 391 |
|
|
2016
Q2 | $25.9K | Hold |
290
| – | – | 0.02% | 378 |
|
|
2016
Q1 | $25.2K | Buy |
+290
| New | +$25.2K | 0.02% | 378 |
|