MCWS
McKinley Carter Wealth Services’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,366
| Closed | -$222K | – | 303 |
|
|
2022
Q1 | $222K | Sell |
2,366
-1,146
| -33% | -$108K | 0.02% | 274 |
|
|
2021
Q4 | $372K | Sell |
3,512
-910
| -21% | -$96.4K | 0.03% | 221 |
|
|
2021
Q3 | $467K | Sell |
4,422
-995
| -18% | -$105K | 0.04% | 192 |
|
|
2021
Q2 | $579K | Sell |
5,417
-1,619
| -23% | -$173K | 0.05% | 170 |
|
|
2021
Q1 | $712K | Sell |
7,036
-3,651
| -34% | -$369K | 0.06% | 161 |
|
|
2020
Q4 | $1.19M | Buy |
+10,687
| New | +$1.19M | 0.16% | 121 |
|