WWM
WT Wealth 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
Q4 | – | Sell |
-5,528
| Closed | -$418K | – | 108 |
|
|
2022
Q3 | $418K | Sell |
5,528
-7,897
| -59% | -$597K | 0.21% | 76 |
|
|
2022
Q2 | $1.07M | Sell |
13,425
-44,677
| -77% | -$3.57M | 0.53% | 68 |
|
|
2022
Q1 | $5M | Sell |
58,102
-9,290
| -14% | -$799K | 1.92% | 11 |
|
|
2021
Q4 | $6.25M | Buy |
67,392
+11,733
| +21% | +$1.09M | 2.29% | 7 |
|
|
2021
Q3 | $5.26M | Sell |
55,659
-661
| -1% | -$62.4K | 2.03% | 10 |
|
|
2021
Q2 | $5.35M | Buy |
56,320
+20,217
| +56% | +$1.92M | 2.17% | 8 |
|
|
2021
Q1 | $3.36M | Buy |
36,103
+16,646
| +86% | +$1.55M | 1.55% | 15 |
|
|
2020
Q4 | $1.89M | Buy |
19,457
+12,882
| +196% | +$1.25M | 1.03% | 32 |
|
|
2020
Q3 | $629K | Buy |
+6,575
| New | +$629K | 0.42% | 65 |
|