AWM
Avitas 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
Q4 | – | Sell |
-92,398
| Closed | -$6.62M | – | 209 |
|
|
2023
Q3 | $6.62M | Buy |
92,398
+642
| +0.7% | +$46K | 1.26% | 16 |
|
|
2023
Q2 | $7.2M | Buy |
91,756
+1,385
| +2% | +$109K | 1.3% | 14 |
|
|
2023
Q1 | $7.2M | Buy |
90,371
+3,508
| +4% | +$280K | 1.41% | 13 |
|
|
2022
Q4 | $6.58M | Buy |
+86,863
| New | +$6.58M | 1.39% | 14 |
|