Sharkey, Howes & Javer’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
-4,736
Closed -$363K 125
2024
Q1
$363K Sell
4,736
-8,390
-64% -$643K 0.06% 93
2023
Q4
$1.02M Buy
13,126
+4,797
+58% +$372K 0.18% 64
2023
Q3
$603K Buy
+8,329
New +$603K 0.12% 74