AWM
Axxcess Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3M | Sell |
701,724
-3,318
| -0.5% | -$257K | 1.27% | 14 |
|
|
2025
Q1 | $54.1M | Sell |
705,042
-13,849
| -2% | -$1.06M | 1.44% | 12 |
|
|
2024
Q4 | $54.4M | Buy |
718,891
+7,197
| +1% | +$545K | 1.31% | 12 |
|
|
2024
Q3 | $56.4M | Buy |
711,694
+16,906
| +2% | +$1.34M | 1.39% | 11 |
|
|
2024
Q2 | $52.6M | Buy |
694,788
+5,817
| +0.8% | +$440K | 1.39% | 12 |
|
|
2024
Q1 | $52.8M | Buy |
688,971
+18,972
| +3% | +$1.45M | 1.45% | 10 |
|
|
2023
Q4 | $51.9M | Sell |
669,999
-11,269
| -2% | -$873K | 1.51% | 10 |
|
|
2023
Q3 | $49.4M | Buy |
+681,268
| New | +$49.4M | 1.68% | 8 |
|