Fingerlakes Wealth 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
Q3 | – | Sell |
-4,423
| Closed | -$347K | – | 84 |
|
|
2023
Q2 | $347K | Sell |
4,423
-750
| -14% | -$58.9K | 0.4% | 65 |
|
|
2023
Q1 | $412K | Sell |
5,173
-585
| -10% | -$46.6K | 0.51% | 55 |
|
|
2022
Q4 | $436K | Sell |
5,758
-214
| -4% | -$16.2K | 0.6% | 47 |
|
|
2022
Q3 | $437K | Sell |
5,972
-336
| -5% | -$24.6K | 0.64% | 47 |
|
|
2022
Q2 | $512K | Sell |
6,308
-2,499
| -28% | -$203K | 0.7% | 43 |
|
|
2022
Q1 | $825K | Buy |
8,807
+588
| +7% | +$55.1K | 0.96% | 31 |
|
|
2021
Q4 | $878K | Buy |
+8,219
| New | +$878K | 0.99% | 30 |
|