JCM
Jacobi Capital Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-32,005
| Closed | -$3.24M | – | 1103 |
|
|
2019
Q3 | $3.24M | Sell |
32,005
-937
| -3% | -$94.8K | 0.64% | 27 |
|
|
2019
Q2 | $3.19M | Sell |
32,942
-342
| -1% | -$33.1K | 0.65% | 27 |
|
|
2019
Q1 | $3.05M | Sell |
33,284
-6,785
| -17% | -$621K | 0.78% | 22 |
|
|
2018
Q4 | $3.41M | Buy |
+40,069
| New | +$3.41M | 0.93% | 18 |
|