DWM
Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-62
| Closed | -$5K | – | 733 |
|
|
2018
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 453 |
|
|
2018
Q3 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 520 |
|
|
2018
Q2 | – | Sell |
-24,878
| Closed | -$751K | – | 650 |
|
|
2018
Q1 | $751K | Buy |
+24,878
| New | +$751K | 0.05% | 105 |
|