SWA
Sax Wealth Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,519
| Closed | -$499K | – | 286 |
|
|
2024
Q1 | $499K | Sell |
6,519
-139
| -2% | -$10.7K | 0.06% | 116 |
|
|
2023
Q4 | $516K | Sell |
6,658
-54
| -0.8% | -$4.18K | 0.08% | 118 |
|
|
2023
Q3 | $486K | Sell |
6,712
-564
| -8% | -$40.9K | 0.1% | 113 |
|
|
2023
Q2 | $550K | Sell |
7,276
-928
| -11% | -$70.2K | 0.11% | 104 |
|
|
2023
Q1 | $629K | Buy |
8,204
+884
| +12% | +$67.7K | 0.14% | 88 |
|
|
2022
Q4 | $543K | Sell |
7,320
-1,903
| -21% | -$141K | 0.13% | 99 |
|
|
2022
Q3 | $669K | Buy |
9,223
+9
| +0.1% | +$653 | 0.17% | 78 |
|
|
2022
Q2 | $710K | Sell |
9,214
-2,256
| -20% | -$174K | 0.18% | 77 |
|
|
2022
Q1 | $958K | Sell |
11,470
-1,117
| -9% | -$93.3K | 0.23% | 62 |
|
|
2021
Q4 | $1.14M | Buy |
12,587
+219
| +2% | +$19.9K | 0.24% | 63 |
|
|
2021
Q3 | $1.13M | Sell |
12,368
-705
| -5% | -$64.3K | 0.27% | 59 |
|
|
2021
Q2 | $1.2M | Sell |
13,073
-1,349
| -9% | -$124K | 0.41% | 48 |
|
|
2021
Q1 | $1.29M | Buy |
14,422
+6,711
| +87% | +$600K | 0.47% | 47 |
|
|
2020
Q4 | $726K | Buy |
+7,711
| New | +$726K | 0.33% | 58 |
|