BWM
Boyd 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
Q3 | – | Sell |
-103,379
| Closed | -$7.84M | – | 50 |
|
|
2024
Q2 | $7.84M | Buy |
+103,379
| New | +$7.84M | 4.33% | 9 |
|
|
2024
Q1 | – | Sell |
-93,530
| Closed | -$7.5M | – | 44 |
|
|
2023
Q4 | $7.5M | Buy |
93,530
+6,877
| +8% | +$551K | 4.66% | 10 |
|
|
2023
Q3 | $6.21M | Sell |
86,653
-13,293
| -13% | -$952K | 4.17% | 9 |
|
|
2023
Q2 | $7.84M | Buy |
+99,946
| New | +$7.84M | 4.77% | 6 |
|