Waterfront Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-16,731
| Closed | -$1.25M | – | 252 |
|
2023
Q3 | $1.25M | Sell |
16,731
-41,484
| -71% | -$3.09M | 0.41% | 71 |
|
2023
Q2 | $4.6M | Buy |
58,215
+17,150
| +42% | +$1.35M | 1.37% | 17 |
|
2023
Q1 | $3.29M | Buy |
41,065
+3,585
| +10% | +$288K | 1.08% | 21 |
|
2022
Q4 | $3.02M | Buy |
37,480
+696
| +2% | +$56K | 1.04% | 20 |
|
2022
Q3 | $2.78M | Buy |
36,784
+9,882
| +37% | +$746K | 1.06% | 20 |
|
2022
Q2 | $2.15M | Buy |
26,902
+9,227
| +52% | +$738K | 0.87% | 29 |
|
2022
Q1 | $1.48M | Buy |
17,675
+12,010
| +212% | +$1.01M | 0.52% | 45 |
|
2021
Q4 | $525K | Buy |
+5,665
| New | +$525K | 0.21% | 116 |
|