Simplicity Solutions’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-46,262
| Closed | -$5.14M | – | 946 |
|
|
2020
Q4 | $5.14M | Sell |
46,262
-7,504
| -14% | -$833K | 0.08% | 224 |
|
|
2020
Q3 | $5.75M | Sell |
53,766
-7,729
| -13% | -$826K | 0.11% | 179 |
|
|
2020
Q2 | $6.54M | Buy |
61,495
+12,396
| +25% | +$1.32M | 0.13% | 151 |
|
|
2020
Q1 | $4.77M | Sell |
49,099
-5,161
| -10% | -$501K | 0.15% | 117 |
|
|
2019
Q4 | $5.5M | Sell |
54,260
-444
| -0.8% | -$45K | 0.17% | 111 |
|
|
2019
Q3 | $5.53M | Buy |
54,704
+5,557
| +11% | +$562K | 0.23% | 71 |
|
|
2019
Q2 | $4.76M | Buy |
49,147
+33,840
| +221% | +$3.28M | 0.2% | 75 |
|
|
2019
Q1 | $1.4M | Buy |
+15,307
| New | +$1.4M | 0.08% | 207 |
|