CRWM
Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,465
| Closed | -$2.01M | – | 274 |
|
|
2021
Q1 | $2.01M | Sell |
19,465
-12,364
| -39% | -$1.28M | 0.81% | 29 |
|
|
2020
Q4 | $3.44M | Buy |
31,829
+4,330
| +16% | +$468K | 1.43% | 10 |
|
|
2020
Q3 | $2.93M | Buy |
27,499
+15,289
| +125% | +$1.63M | 1.92% | 10 |
|
|
2020
Q2 | $1.37M | Buy |
+12,210
| New | +$1.37M | 0.81% | 34 |
|