Independent Advisor Alliance’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,206
| Closed | -$924K | – | 763 |
|
|
2024
Q2 | $924K | Sell |
12,206
-1,343
| -10% | -$102K | 0.03% | 340 |
|
|
2024
Q1 | $1.04M | Sell |
13,549
-13,139
| -49% | -$1.01M | 0.04% | 315 |
|
|
2023
Q4 | $2M | Buy |
26,688
+13,344
| +100% | +$1M | 0.07% | 208 |
|
|
2023
Q3 | $967K | Buy |
13,344
+354
| +3% | +$25.6K | 0.04% | 297 |
|
|
2023
Q2 | $983K | Buy |
+12,990
| New | +$983K | 0.04% | 307 |
|