BHWM
Beaird Harris 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
Q2 | – | Sell |
-43
| Closed | -$3.36K | – | 795 |
|
|
2024
Q1 | $3.36K | Buy |
+43
| New | +$3.36K | ﹤0.01% | 425 |
|
|
2022
Q2 | – | Sell |
-130
| Closed | -$12K | – | 614 |
|
|
2022
Q1 | $12K | Hold |
130
| – | – | ﹤0.01% | 312 |
|
|
2021
Q4 | $14K | Buy |
+130
| New | +$14K | 0.01% | 364 |
|