PWAG
Polaris Wealth Advisory Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-186,747
| Closed | -$14.1M | – | 187 |
|
|
2023
Q2 | $14.1M | Buy |
186,747
+5,771
| +3% | +$437K | 1.07% | 31 |
|
|
2023
Q1 | $13.9M | Sell |
180,976
-3,658
| -2% | -$280K | 1.02% | 34 |
|
|
2022
Q4 | $14.1M | Sell |
184,634
-384
| -0.2% | -$29.4K | 1.05% | 37 |
|
|
2022
Q3 | $13.3M | Buy |
+185,018
| New | +$13.3M | 1.11% | 32 |
|