Elevated Capital 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
Q3 | – | Sell |
-18,674
| Closed | -$1.42M | – | 281 |
|
2024
Q2 | $1.42M | Buy |
18,674
+698
| +4% | +$53K | 0.4% | 62 |
|
2024
Q1 | $1.41M | Buy |
17,976
+12,854
| +251% | +$1.01M | 0.4% | 72 |
|
2023
Q4 | $411K | Buy |
5,122
+98
| +2% | +$7.86K | 0.13% | 139 |
|
2023
Q3 | $360K | Buy |
5,024
+306
| +6% | +$21.9K | 0.12% | 139 |
|
2023
Q2 | $370K | Buy |
+4,718
| New | +$370K | 0.12% | 149 |
|