Family Management’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
2023
Q4
Sell
-6,009
Closed -$430K 180
2023
Q3
$430K Buy
+6,009
New +$430K 0.1% 78
2019
Q3
Sell
-439
Closed -$43K 194
2019
Q2
$43K Buy
+439
New +$43K 0.02% 158