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