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Fermata Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,581
| Closed | -$593K | – | 247 |
|
|
2024
Q1 | $593K | Sell |
7,581
-52,550
| -87% | -$4.11M | 0.13% | 102 |
|
|
2023
Q4 | $4.82M | Buy |
60,131
+2,386
| +4% | +$191K | 1.15% | 26 |
|
|
2023
Q3 | $4.14M | Buy |
+57,745
| New | +$4.14M | 1.17% | 26 |
|
|
2023
Q2 | – | Sell |
-6,183
| Closed | -$493K | – | 113 |
|
|
2023
Q1 | $493K | Buy |
+6,183
| New | +$493K | 0.3% | 61 |
|