Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-660
| Closed | -$50.1K | – | 749 |
|
|
2024
Q2 | $50.1K | Hold |
660
| – | – | 0.01% | 533 |
|
|
2024
Q1 | $51.6K | Buy |
+660
| New | +$51.6K | 0.01% | 553 |
|
|
2023
Q4 | – | Sell |
-960
| Closed | -$75.4K | – | 777 |
|
|
2023
Q3 | $75.4K | Hold |
960
| – | – | 0.02% | 490 |
|
|
2023
Q2 | $75.4K | Buy |
+960
| New | +$75.4K | 0.02% | 515 |
|
|
2023
Q1 | – | Sell |
-960
| Closed | -$72.7K | – | 796 |
|
|
2022
Q4 | $72.7K | Hold |
960
| – | – | 0.02% | 520 |
|
|
2022
Q3 | $70K | Buy |
+960
| New | +$70K | 0.02% | 499 |
|
|
2020
Q1 | – | Sell |
-796
| Closed | -$81K | – | 1340 |
|
|
2019
Q4 | $81K | Hold |
796
| – | – | 0.02% | 553 |
|
|
2019
Q3 | $80K | Hold |
796
| – | – | 0.02% | 555 |
|
|
2019
Q2 | $77K | Buy |
796
+36
| +5% | +$3.48K | 0.02% | 569 |
|
|
2019
Q1 | $69K | Buy |
+760
| New | +$69K | 0.03% | 473 |
|