SFA
Source Financial Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,701
| Closed | -$392K | – | 118 |
|
|
2021
Q4 | $392K | Sell |
3,701
-142
| -4% | -$15K | 0.11% | 88 |
|
|
2021
Q3 | $406K | Buy |
3,843
+40
| +1% | +$4.23K | 0.11% | 79 |
|
|
2021
Q2 | $407K | Sell |
3,803
-38
| -1% | -$4.07K | 0.1% | 78 |
|
|
2021
Q1 | $389K | Buy |
3,841
+46
| +1% | +$4.66K | 0.1% | 79 |
|
|
2020
Q4 | $422K | Buy |
+3,795
| New | +$422K | 0.11% | 79 |
|