RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,249
| Closed | -$218K | – | 223 |
|
|
2020
Q1 | $218K | Sell |
2,249
-3,045
| -58% | -$295K | 0.03% | 188 |
|
|
2019
Q4 | $537K | Sell |
5,294
-3,039
| -36% | -$308K | 0.05% | 160 |
|
|
2019
Q3 | $843K | Sell |
8,333
-5,408
| -39% | -$547K | 0.09% | 131 |
|
|
2019
Q2 | $1.33M | Buy |
+13,741
| New | +$1.33M | 0.14% | 98 |
|
|
2018
Q3 | – | Sell |
-673
| Closed | -$59K | – | 674 |
|
|
2018
Q2 | $59K | Sell |
673
-11,931
| -95% | -$1.05M | 0.01% | 383 |
|
|
2018
Q1 | $1.15M | Sell |
12,604
-52,169
| -81% | -$4.77M | 0.15% | 107 |
|
|
2017
Q4 | $6.2M | Buy |
64,773
+18,956
| +41% | +$1.82M | 0.7% | 37 |
|
|
2017
Q3 | $4.32M | Buy |
+45,817
| New | +$4.32M | 0.49% | 59 |
|
|
2017
Q2 | – | Sell |
-69,863
| Closed | -$6.28M | – | 188 |
|
|
2017
Q1 | $6.28M | Buy |
+69,863
| New | +$6.28M | 0.82% | 31 |
|