JPLA
Joseph P. Lucia & Associates’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,240
| Closed | -$96K | – | 433 |
|
|
2022
Q2 | $96K | Sell |
1,240
-1,685
| -58% | -$130K | 0.07% | 146 |
|
|
2022
Q1 | $244K | Sell |
2,925
-3,125
| -52% | -$261K | 0.15% | 102 |
|
|
2021
Q4 | $549K | Sell |
6,050
-545
| -8% | -$49.5K | 0.35% | 67 |
|
|
2021
Q3 | $602K | Sell |
6,595
-190
| -3% | -$17.3K | 0.36% | 71 |
|
|
2021
Q2 | $624K | Sell |
6,785
-180
| -3% | -$16.6K | 0.37% | 70 |
|
|
2021
Q1 | $623K | Sell |
6,965
-40
| -0.6% | -$3.58K | 0.28% | 67 |
|
|
2020
Q4 | $660K | Buy |
7,005
+2,450
| +54% | +$231K | 0.46% | 57 |
|
|
2020
Q3 | $420K | Buy |
+4,555
| New | +$420K | 0.39% | 64 |
|