Investment Advisory Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,339
| Closed | -$328K | – | 175 |
|
|
2024
Q2 | $328K | Buy |
4,339
+500
| +13% | +$37.9K | 0.13% | 113 |
|
|
2024
Q1 | $294K | Hold |
3,839
| – | – | 0.12% | 117 |
|
|
2023
Q4 | $297K | Buy |
3,839
+19
| +0.5% | +$1.47K | 0.14% | 107 |
|
|
2023
Q3 | $277K | Buy |
3,820
+280
| +8% | +$20.3K | 0.14% | 103 |
|
|
2023
Q2 | $268K | Buy |
3,540
+260
| +8% | +$19.7K | 0.14% | 112 |
|
|
2023
Q1 | $251K | Hold |
3,280
| – | – | 0.14% | 116 |
|
|
2022
Q4 | $243K | Hold |
3,280
| – | – | 0.15% | 116 |
|
|
2022
Q3 | $238K | Buy |
3,280
+198
| +6% | +$14.4K | 0.17% | 105 |
|
|
2022
Q2 | $236K | Buy |
+3,082
| New | +$236K | 0.16% | 106 |
|