WCM
Windsor Capital Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,332
| Closed | -$200K | – | 123 |
|
|
2022
Q1 | $200K | Sell |
2,332
-12
| -0.5% | -$1.03K | 0.06% | 117 |
|
|
2021
Q4 | $217K | Sell |
2,344
-111
| -5% | -$10.3K | 0.07% | 114 |
|
|
2021
Q3 | $231K | Buy |
2,455
+134
| +6% | +$12.6K | 0.07% | 109 |
|
|
2021
Q2 | $220K | Sell |
2,321
-249
| -10% | -$23.6K | 0.07% | 113 |
|
|
2021
Q1 | $239K | Buy |
2,570
+7
| +0.3% | +$651 | 0.08% | 105 |
|
|
2020
Q4 | $248K | Sell |
2,563
-115
| -4% | -$11.1K | 0.09% | 106 |
|
|
2020
Q3 | $256K | Sell |
2,678
-490
| -15% | -$46.8K | 0.11% | 103 |
|
|
2020
Q2 | $301K | Sell |
3,168
-147
| -4% | -$14K | 0.13% | 96 |
|
|
2020
Q1 | $288K | Sell |
3,315
-240
| -7% | -$20.9K | 0.15% | 97 |
|
|
2019
Q4 | $324K | Sell |
3,555
-1,375
| -28% | -$125K | 0.14% | 98 |
|
|
2019
Q3 | $449K | Sell |
4,930
-2,920
| -37% | -$266K | 0.2% | 87 |
|
|
2019
Q2 | $705K | Sell |
7,850
-2,095
| -21% | -$188K | 0.32% | 68 |
|
|
2019
Q1 | $864K | Sell |
9,945
-486
| -5% | -$42.2K | 0.41% | 59 |
|
|
2018
Q4 | $864K | Sell |
10,431
-2,256
| -18% | -$187K | 0.45% | 55 |
|
|
2018
Q3 | $1.06M | Sell |
12,687
-2,100
| -14% | -$175K | 0.48% | 53 |
|
|
2018
Q2 | $1.24M | Sell |
14,787
-2,526
| -15% | -$211K | 0.58% | 48 |
|
|
2018
Q1 | $1.47M | Sell |
17,313
-38,567
| -69% | -$3.27M | 0.69% | 38 |
|
|
2017
Q4 | $4.88M | Buy |
55,880
+49,603
| +790% | +$4.33M | 2.28% | 12 |
|
|
2017
Q3 | $549K | Hold |
6,277
| – | – | 0.28% | 72 |
|
|
2017
Q2 | $549K | Buy |
6,277
+68
| +1% | +$5.95K | 0.28% | 73 |
|
|
2017
Q1 | $536K | Buy |
6,209
+80
| +1% | +$6.91K | 0.28% | 74 |
|
|
2016
Q4 | $525K | Buy |
6,129
+175
| +3% | +$15K | 0.28% | 77 |
|
|
2016
Q3 | $533K | Buy |
5,954
+338
| +6% | +$30.3K | 0.29% | 74 |
|
|
2016
Q2 | $502K | Buy |
5,616
+151
| +3% | +$13.5K | 0.29% | 75 |
|
|
2016
Q1 | $475K | Buy |
5,465
+632
| +13% | +$54.9K | 0.3% | 76 |
|
|
2015
Q4 | $406K | Sell |
4,833
-323
| -6% | -$27.1K | 0.25% | 73 |
|
|
2015
Q3 | $440K | Buy |
+5,156
| New | +$440K | 0.26% | 70 |
|
|
2013
Q3 | – | Sell |
-370
| Closed | -$31K | – | 419 |
|
|
2013
Q2 | $31K | Buy |
+370
| New | +$31K | 0.02% | 215 |
|