WWS
Wellington Wealth Strategies’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $691K | Sell |
8,567
-1,973
| -19% | -$159K | 0.63% | 37 |
|
2024
Q3 | $858K | Sell |
10,540
-19,815
| -65% | -$1.61M | 0.65% | 37 |
|
2024
Q2 | $2.43M | Buy |
30,355
+16,890
| +125% | +$1.35M | 10.17% | 2 |
|
2024
Q1 | $1.08M | Sell |
13,465
-10,743
| -44% | -$865K | 0.5% | 60 |
|
2023
Q4 | $1.93M | Buy |
+24,208
| New | +$1.93M | 1.63% | 20 |
|
2020
Q4 | $1.93M | Buy |
+24,208
| New | +$1.93M | 1.63% | 20 |
|