Watershed Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,602
| Closed | -$612K | – | 125 |
|
|
2024
Q1 | $612K | Sell |
7,602
-5,903
| -44% | -$475K | 0.27% | 67 |
|
|
2023
Q4 | $1.1M | Sell |
13,505
-1,479
| -10% | -$120K | 0.61% | 44 |
|
|
2023
Q3 | $1.14M | Sell |
14,984
-313
| -2% | -$23.8K | 0.7% | 42 |
|
|
2023
Q2 | $1.21M | Sell |
15,297
-2,826
| -16% | -$223K | 0.73% | 37 |
|
|
2023
Q1 | $1.45M | Sell |
18,123
-425
| -2% | -$34.1K | 0.98% | 32 |
|
|
2022
Q4 | $1.44M | Buy |
+18,548
| New | +$1.44M | 1.09% | 31 |
|