LJAC
L.J. Altfest & Co’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
4,654
+109
| +2% | +$8.43K | 0.04% | 262 |
|
|
2025
Q1 | $349K | Sell |
4,545
-197
| -4% | -$15.1K | 0.04% | 250 |
|
|
2024
Q4 | $359K | Buy |
4,742
+269
| +6% | +$20.4K | 0.05% | 249 |
|
|
2024
Q3 | $355K | Buy |
4,473
+55
| +1% | +$4.37K | 0.05% | 254 |
|
|
2024
Q2 | $334K | Sell |
4,418
-215
| -5% | -$16.3K | 0.05% | 246 |
|
|
2024
Q1 | $355K | Buy |
4,633
+356
| +8% | +$27.3K | 0.05% | 235 |
|
|
2023
Q4 | $331K | Buy |
4,277
+13
| +0.3% | +$1.01K | 0.05% | 242 |
|
|
2023
Q3 | $309K | Buy |
4,264
+130
| +3% | +$9.42K | 0.05% | 236 |
|
|
2023
Q2 | $313K | Buy |
4,134
+376
| +10% | +$28.5K | 0.05% | 234 |
|
|
2023
Q1 | $288K | Sell |
3,758
-1,414
| -27% | -$108K | 0.05% | 225 |
|
|
2022
Q4 | $384K | Sell |
5,172
-130
| -2% | -$9.65K | 0.06% | 180 |
|
|
2022
Q3 | $385K | Buy |
5,302
+1,966
| +59% | +$143K | 0.07% | 173 |
|
|
2022
Q2 | $257K | Buy |
+3,336
| New | +$257K | 0.05% | 221 |
|
|
2022
Q1 | – | Sell |
-2,321
| Closed | -$210K | – | 290 |
|
|
2021
Q4 | $210K | Buy |
+2,321
| New | +$210K | 0.04% | 236 |
|