SFPM
Sensible Financial Planning & Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
143,651
-8,583
| -6% | -$664K | 2.11% | 13 |
|
|
2025
Q1 | $11.7M | Buy |
152,234
+10,570
| +7% | +$812K | 2.33% | 11 |
|
|
2024
Q4 | $10.7M | Buy |
141,664
+11,028
| +8% | +$835K | 2.22% | 12 |
|
|
2024
Q3 | $10.4M | Sell |
130,636
-444
| -0.3% | -$35.2K | 2.05% | 11 |
|
|
2024
Q2 | $9.92M | Buy |
131,080
+3,880
| +3% | +$294K | 2.14% | 11 |
|
|
2024
Q1 | $9.75M | Buy |
127,200
+30,050
| +31% | +$2.3M | 2.15% | 11 |
|
|
2023
Q4 | $7.53M | Buy |
97,150
+11,077
| +13% | +$858K | 1.77% | 11 |
|
|
2023
Q3 | $6.24M | Buy |
86,073
+16,887
| +24% | +$1.22M | 1.57% | 11 |
|
|
2023
Q2 | $5.24M | Sell |
69,186
-178
| -0.3% | -$13.5K | 1.23% | 15 |
|
|
2023
Q1 | $5.32M | Buy |
69,364
+26,215
| +61% | +$2.01M | 1.25% | 13 |
|
|
2022
Q4 | $3.2M | Buy |
+43,149
| New | +$3.2M | 0.8% | 18 |
|