RFWA
RPg Family Wealth Advisory’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-315
| Closed | -$28.3K | – | 316 |
|
|
2017
Q1 | $28.3K | Sell |
315
-3,467
| -92% | -$312K | 0.02% | 184 |
|
|
2016
Q4 | $338K | Buy |
3,782
+276
| +8% | +$24.7K | 0.29% | 48 |
|
|
2016
Q3 | $336K | Sell |
3,506
-1,297
| -27% | -$124K | 0.24% | 51 |
|
|
2016
Q2 | $454K | Buy |
4,803
+1,832
| +62% | +$173K | 0.2% | 46 |
|
|
2016
Q1 | $266K | Sell |
2,971
-622
| -17% | -$55.6K | 0.21% | 52 |
|
|
2015
Q4 | $302K | Buy |
+3,593
| New | +$302K | 0.28% | 38 |
|