WFA
WestHill Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,300
| Closed | -$103K | – | 120 |
|
|
2023
Q2 | $103K | Sell |
1,300
-600
| -32% | -$47.4K | 0.03% | 75 |
|
|
2023
Q1 | $152K | Hold |
1,900
| – | – | 0.05% | 68 |
|
|
2022
Q4 | $147K | Buy |
1,900
+1,300
| +217% | +$101K | 0.05% | 67 |
|
|
2022
Q3 | $45K | Buy |
+600
| New | +$45K | 0.02% | 79 |
|