Kovitz Investment Group Partners’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $275K | Sell |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $275K | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $304K | Buy |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $279K | Sell |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $294K | Sell |
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|
2019
Q2 | $303K | Hold |
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|
2019
Q1 | $292K | Buy |
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