WealthPLAN Partners’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
Q3 | – | Sell |
-17
| Closed | -$1.34K | – | 1135 |
|
2023
Q2 | $1.34K | Sell |
17
-285
| -94% | -$22.5K | ﹤0.01% | 1118 |
|
2023
Q1 | $24.2K | Buy |
+302
| New | +$24.2K | ﹤0.01% | 689 |
|
2017
Q2 | – | Sell |
-13
| Closed | -$1.13K | – | 414 |
|
2017
Q1 | $1.13K | Buy |
+13
| New | +$1.13K | ﹤0.01% | 424 |
|
2016
Q3 | $336K | Sell |
3,773
-1,189
| -24% | -$106K | 0.11% | 110 |
|
2016
Q2 | $232K | Buy |
+4,962
| New | +$232K | 0.03% | 336 |
|
2015
Q4 | $102K | Buy |
+1,212
| New | +$102K | 0.02% | 411 |
|
2015
Q2 | – | Sell |
-697
| Closed | -$61K | – | 510 |
|
2015
Q1 | $61K | Buy |
+697
| New | +$61K | 0.03% | 220 |
|