TWA
TCI 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
Q2 | – | Sell |
-223
| Closed | -$17.9K | – | 2150 |
|
2023
Q1 | $17.9K | Sell |
223
-124
| -36% | -$9.95K | ﹤0.01% | 775 |
|
2022
Q4 | $26.9K | Buy |
347
+124
| +56% | +$9.61K | ﹤0.01% | 583 |
|
2022
Q3 | $17K | Hold |
223
| – | – | ﹤0.01% | 741 |
|
2022
Q2 | $18K | Hold |
223
| – | – | ﹤0.01% | 693 |
|
2022
Q1 | $20K | Hold |
223
| – | – | ﹤0.01% | 706 |
|
2021
Q4 | $21K | Sell |
223
-150
| -40% | -$14.1K | ﹤0.01% | 695 |
|
2021
Q3 | $35K | Buy |
373
+150
| +67% | +$14.1K | 0.01% | 489 |
|
2021
Q2 | $21K | Hold |
223
| – | – | ﹤0.01% | 595 |
|
2021
Q1 | $21K | Hold |
223
| – | – | 0.01% | 548 |
|
2020
Q4 | $22K | Hold |
223
| – | – | 0.01% | 458 |
|
2020
Q3 | $21K | Hold |
223
| – | – | 0.01% | 430 |
|
2020
Q2 | $21K | Sell |
223
-24
| -10% | -$2.26K | 0.01% | 427 |
|
2020
Q1 | $22K | Buy |
247
+6
| +2% | +$534 | 0.01% | 434 |
|
2019
Q4 | $22K | Buy |
241
+24
| +11% | +$2.19K | 0.01% | 528 |
|
2019
Q3 | $20K | Hold |
217
| – | – | 0.01% | 497 |
|
2019
Q2 | $19K | Buy |
217
+151
| +229% | +$13.2K | 0.01% | 483 |
|
2019
Q1 | $6K | Sell |
66
-409
| -86% | -$37.2K | ﹤0.01% | 752 |
|
2018
Q4 | $39K | Buy |
475
+359
| +309% | +$29.5K | 0.02% | 347 |
|
2018
Q3 | $10K | Buy |
+116
| New | +$10K | ﹤0.01% | 632 |
|
2017
Q2 | – | Sell |
-150
| Closed | -$13K | – | 1381 |
|
2017
Q1 | $13K | Buy |
+150
| New | +$13K | 0.01% | 531 |
|
2016
Q1 | – | Sell |
-40
| Closed | -$3K | – | 1416 |
|
2015
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 821 |
|