Goldstone Financial Group’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
-3,767
Closed -$270K 170
2023
Q3
$270K Sell
3,767
-753
-17% -$53.9K 0.08% 123
2023
Q2
$355K Sell
4,520
-2,575
-36% -$202K 0.1% 109
2023
Q1
$566K Buy
+7,095
New +$566K 0.19% 81