Rockbridge Investment Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-47
| Closed | -$3.77K | – | 601 |
|
|
2023
Q4 | $3.77K | Buy |
+47
| New | +$3.77K | ﹤0.01% | 494 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$18.8K | – | 788 |
|
|
2022
Q1 | $18.8K | Hold |
200
| – | – | ﹤0.01% | 424 |
|
|
2021
Q4 | $21K | Sell |
200
-213
| -52% | -$22.4K | ﹤0.01% | 478 |
|
|
2021
Q3 | $44K | Sell |
413
-36
| -8% | -$3.84K | 0.01% | 337 |
|
|
2021
Q2 | $48K | Buy |
449
+121
| +37% | +$12.9K | 0.01% | 322 |
|
|
2021
Q1 | $33K | Hold |
328
| – | – | 0.01% | 348 |
|
|
2020
Q4 | $36K | Hold |
328
| – | – | 0.01% | 330 |
|
|
2020
Q3 | $35K | Sell |
328
-44
| -12% | -$4.7K | 0.01% | 311 |
|
|
2020
Q2 | $40K | Buy |
+372
| New | +$40K | 0.01% | 257 |
|