AWM
Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$707 | – | 617 |
|
|
2023
Q2 | $707 | Hold |
9
| – | – | ﹤0.01% | 545 |
|
|
2023
Q1 | $718 | Sell |
9
-207
| -96% | -$16.5K | ﹤0.01% | 505 |
|
|
2022
Q4 | $16.4K | Sell |
216
-111
| -34% | -$8.4K | 0.01% | 349 |
|
|
2022
Q3 | $27K | Hold |
327
| – | – | 0.01% | 295 |
|
|
2022
Q2 | $27K | Sell |
327
-60
| -16% | -$4.95K | 0.01% | 321 |
|
|
2022
Q1 | $36K | Hold |
387
| – | – | 0.01% | 276 |
|
|
2021
Q4 | $41K | Sell |
387
-46
| -11% | -$4.87K | 0.02% | 247 |
|
|
2021
Q3 | $46K | Buy |
433
+115
| +36% | +$12.2K | 0.02% | 245 |
|
|
2021
Q2 | $34K | Hold |
318
| – | – | 0.01% | 259 |
|
|
2021
Q1 | $32K | Hold |
318
| – | – | 0.02% | 243 |
|
|
2020
Q4 | $35K | Buy |
+318
| New | +$35K | 0.02% | 234 |
|