Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-957
| Closed | -$92K | – | 975 |
|
|
2016
Q3 | $92K | Buy |
957
+430
| +82% | +$41.3K | 0.03% | 328 |
|
|
2016
Q2 | $50K | Hold |
527
| – | – | 0.02% | 407 |
|
|
2016
Q1 | $47K | Hold |
527
| – | – | 0.02% | 399 |
|
|
2015
Q4 | $44K | Hold |
527
| – | – | 0.02% | 415 |
|
|
2015
Q3 | $45K | Hold |
527
| – | – | 0.02% | 407 |
|
|
2015
Q2 | $45K | Buy |
527
+2
| +0.4% | +$171 | 0.02% | 423 |
|
|
2015
Q1 | $49K | Buy |
+525
| New | +$49K | 0.02% | 395 |
|