WP
WealthShield Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
2,730
+28
| +1% | +$2.32K | 0.03% | 306 |
|
|
2025
Q1 | $221K | Buy |
2,702
+1,269
| +89% | +$104K | 0.03% | 299 |
|
|
2024
Q4 | $115K | Sell |
1,433
-1
| -0.1% | -$80 | 0.02% | 328 |
|
|
2024
Q3 | $120K | Sell |
1,434
-193
| -12% | -$16.2K | 0.02% | 331 |
|
|
2024
Q2 | $130K | Sell |
1,627
-552
| -25% | -$44.1K | 0.02% | 304 |
|
|
2024
Q1 | $175K | Sell |
2,179
-665
| -23% | -$53.5K | 0.03% | 279 |
|
|
2023
Q4 | $231K | Buy |
2,844
+1,588
| +126% | +$129K | 0.04% | 263 |
|
|
2023
Q3 | $95.4K | Buy |
1,256
+1,152
| +1,108% | +$87.5K | 0.01% | 341 |
|
|
2023
Q2 | $8.22K | Hold |
104
| – | – | ﹤0.01% | 449 |
|
|
2023
Q1 | $8.34K | Buy |
+104
| New | +$8.34K | ﹤0.01% | 447 |
|
|
2021
Q3 | – | Sell |
-1,871
| Closed | -$178K | – | 722 |
|
|
2021
Q2 | $178K | Buy |
1,871
+1,692
| +945% | +$161K | 0.03% | 277 |
|
|
2021
Q1 | $17K | Sell |
179
-2,177
| -92% | -$207K | ﹤0.01% | 698 |
|
|
2020
Q4 | $228K | Sell |
2,356
-958
| -29% | -$92.7K | 0.04% | 270 |
|
|
2020
Q3 | $318K | Buy |
3,314
+732
| +28% | +$70.2K | 0.11% | 186 |
|
|
2020
Q2 | $246K | Buy |
2,582
+5
| +0.2% | +$476 | 0.11% | 174 |
|
|
2020
Q1 | $224K | Sell |
2,577
-131
| -5% | -$11.4K | 0.14% | 143 |
|
|
2019
Q4 | $247K | Sell |
2,708
-32
| -1% | -$2.92K | 0.12% | 161 |
|
|
2019
Q3 | $250K | Sell |
2,740
-85
| -3% | -$7.76K | 0.13% | 147 |
|
|
2019
Q2 | $254K | Sell |
2,825
-179
| -6% | -$16.1K | 0.15% | 128 |
|
|
2019
Q1 | $261K | Buy |
3,004
+163
| +6% | +$14.2K | 0.15% | 117 |
|
|
2018
Q4 | $235K | Sell |
2,841
-750
| -21% | -$62K | 0.16% | 106 |
|
|
2018
Q3 | $300K | Sell |
3,591
-75,585
| -95% | -$6.31M | 0.17% | 90 |
|
|
2018
Q2 | $1.22M | Buy |
79,176
+75,523
| +2,067% | +$1.16M | 0.74% | 28 |
|
|
2018
Q1 | $310K | Buy |
3,653
+179
| +5% | +$15.2K | 0.2% | 81 |
|
|
2017
Q4 | $303K | Buy |
+3,474
| New | +$303K | 0.18% | 98 |
|