AWM
Ameliora Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-296
| Closed | -$23.7K | – | 205 |
|
|
2023
Q4 | $23.7K | Hold |
296
| – | – | 0.01% | 143 |
|
|
2023
Q3 | $21.2K | Sell |
296
-20,666
| -99% | -$1.48M | 0.01% | 163 |
|
|
2023
Q2 | $1.65M | Sell |
20,962
-4,929
| -19% | -$387K | 1.02% | 36 |
|
|
2023
Q1 | $2.06M | Sell |
25,891
-10,790
| -29% | -$860K | 1.2% | 29 |
|
|
2022
Q4 | $2.78M | Buy |
36,681
+694
| +2% | +$52.5K | 1.49% | 24 |
|
|
2022
Q3 | $2.58M | Buy |
+35,987
| New | +$2.58M | 1.4% | 24 |
|