Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-52
| Closed | -$5K | – | 1478 |
|
|
2019
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 965 |
|
|
2019
Q1 | $5K | Hold |
52
| – | – | ﹤0.01% | 870 |
|
|
2018
Q4 | $4K | Sell |
52
-138
| -73% | -$10.6K | ﹤0.01% | 775 |
|
|
2018
Q3 | $17K | Buy |
+190
| New | +$17K | 0.01% | 510 |
|
|
2018
Q2 | – | Sell |
-137
| Closed | -$12K | – | 911 |
|
|
2018
Q1 | $12K | Buy |
137
+1
| +0.7% | +$88 | 0.01% | 571 |
|
|
2017
Q4 | $13K | Buy |
136
+1
| +0.7% | +$96 | 0.01% | 547 |
|
|
2017
Q3 | $13K | Buy |
135
+2
| +2% | +$193 | 0.01% | 504 |
|
|
2017
Q2 | $12K | Buy |
133
+2
| +2% | +$180 | 0.01% | 498 |
|
|
2017
Q1 | $12K | Hold |
131
| – | – | 0.01% | 466 |
|
|
2016
Q4 | $12K | Buy |
+131
| New | +$12K | 0.02% | 438 |
|