WP
WMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-16,624
| Closed | -$1.42M | – | 256 |
|
|
2015
Q2 | $1.42M | Hold |
16,624
| – | – | 0.16% | 102 |
|
|
2015
Q1 | $1.46M | Buy |
+16,624
| New | +$1.46M | 0.18% | 97 |
|
|
2014
Q4 | – | Sell |
-15,594
| Closed | -$1.34M | – | 243 |
|
|
2014
Q3 | $1.34M | Hold |
15,594
| – | – | 0.21% | 70 |
|
|
2014
Q2 | $1.35M | Buy |
+15,594
| New | +$1.35M | 0.21% | 71 |
|