Alterity Financial Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $210K | Buy |
+2,619
| New | +$210K | 0.3% | 72 |
|
|
2023
Q3 | – | Sell |
-2,683
| Closed | -$211K | – | 77 |
|
|
2023
Q2 | $211K | Sell |
2,683
-435
| -14% | -$34.1K | 0.3% | 74 |
|
|
2023
Q1 | $249K | Buy |
3,118
+5
| +0.2% | +$399 | 0.36% | 65 |
|
|
2022
Q4 | $236K | Sell |
3,113
-540
| -15% | -$40.9K | 0.38% | 63 |
|
|
2022
Q3 | $268K | Sell |
3,653
-754
| -17% | -$55.3K | 0.43% | 62 |
|
|
2022
Q2 | $357K | Buy |
+4,407
| New | +$357K | 0.53% | 52 |
|
|
2021
Q4 | $498K | Buy |
+4,707
| New | +$498K | 0.53% | 53 |
|
|
2021
Q1 | $420K | Buy |
+4,481
| New | +$420K | 0.51% | 52 |
|