Beam Wealth Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,850
| Closed | -$216K | – | 110 |
|
|
2023
Q2 | $216K | Buy |
2,850
+27
| +1% | +$2.04K | 0.15% | 95 |
|
|
2023
Q1 | $216K | Buy |
2,823
+17
| +0.6% | +$1.3K | 0.22% | 93 |
|
|
2022
Q4 | $208K | Buy |
2,806
+32
| +1% | +$2.38K | 0.22% | 94 |
|
|
2022
Q3 | $201K | Buy |
2,774
+21
| +0.8% | +$1.52K | 0.22% | 97 |
|
|
2022
Q2 | $212K | Buy |
2,753
+19
| +0.7% | +$1.46K | 0.24% | 97 |
|
|
2022
Q1 | $228K | Buy |
2,734
+10
| +0.4% | +$834 | 0.26% | 82 |
|
|
2021
Q4 | $247K | Buy |
+2,724
| New | +$247K | 0.28% | 79 |
|