Concurrent Investment Advisors’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
2024
Q1
Sell
-4,116
Closed -$330K 938
2023
Q4
$330K Buy
+4,116
New +$330K 0.02% 617