B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,500
| Closed | -$534K | – | 555 |
|
|
2020
Q1 | $534K | Sell |
5,500
-1,126
| -17% | -$109K | 0.06% | 259 |
|
|
2019
Q4 | $672K | Sell |
6,626
-27
| -0.4% | -$2.74K | 0.1% | 187 |
|
|
2019
Q3 | $673K | Sell |
6,653
-172
| -3% | -$17.4K | 0.12% | 170 |
|
|
2019
Q2 | $661 | Sell |
6,825
-1,130
| -14% | -$109 | 0.1% | 178 |
|
|
2019
Q1 | $728K | Sell |
7,955
-290
| -4% | -$26.5K | 0.13% | 165 |
|
|
2018
Q4 | $702K | Buy |
+8,245
| New | +$702K | 0.15% | 150 |
|