LifePlan Financial Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $1.14M | Buy |
10,652
+1,318
| +14% | +$141K | 0.49% | 50 |
|
2020
Q2 | $992K | Sell |
9,334
-10
| -0.1% | -$1.06K | 0.45% | 50 |
|
2020
Q1 | $908K | Buy |
9,344
+2,728
| +41% | +$265K | 0.49% | 48 |
|
2019
Q4 | $671K | Buy |
6,616
+2,183
| +49% | +$221K | 0.3% | 63 |
|
2019
Q3 | $448K | Buy |
4,433
+1,083
| +32% | +$109K | 0.21% | 80 |
|
2019
Q2 | $325K | Buy |
3,350
+2,818
| +530% | +$273K | 0.16% | 102 |
|
2019
Q1 | $49K | Hold |
532
| – | – | 0.03% | 242 |
|
2018
Q4 | $45K | Hold |
532
| – | – | 0.03% | 245 |
|
2018
Q3 | $47K | Hold |
532
| – | – | 0.03% | 258 |
|
2018
Q2 | $47K | Hold |
532
| – | – | 0.03% | 244 |
|
2018
Q1 | $49K | Buy |
+532
| New | +$49K | 0.03% | 226 |
|