SLWA
San Luis Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.4M | Sell |
211,195
-223,686
| -51% | -$17.4M | 3.52% | 5 |
|
2025
Q1 | $33.7M | Sell |
434,881
-84,153
| -16% | -$6.52M | 7.61% | 2 |
|
2024
Q4 | $39.3M | Buy |
519,034
+38,759
| +8% | +$2.94M | 7.45% | 2 |
|
2024
Q3 | $38M | Buy |
480,275
+85,264
| +22% | +$6.75M | 7.86% | 2 |
|
2024
Q2 | $30M | Buy |
+395,011
| New | +$30M | 7.21% | 2 |
|