Kalos Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-210
| Closed | -$16.1K | – | 373 |
|
|
2023
Q1 | $16.1K | Buy |
+210
| New | +$16.1K | 0.03% | 169 |
|
|
2021
Q2 | – | Sell |
-11,469
| Closed | -$1.03M | – | 312 |
|
|
2021
Q1 | $1.03M | Sell |
11,469
-17,166
| -60% | -$1.54M | 0.32% | 85 |
|
|
2020
Q4 | $2.7M | Buy |
28,635
+18,539
| +184% | +$1.75M | 1.15% | 13 |
|
|
2020
Q3 | $929K | Buy |
+10,096
| New | +$929K | 0.41% | 77 |
|
|
2020
Q1 | – | Sell |
-8,717
| Closed | -$786K | – | 253 |
|
|
2019
Q4 | $786K | Buy |
+8,717
| New | +$786K | 0.29% | 102 |
|