SAM
Stone Asset Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $701K | Sell |
8,797
-7,922
| -47% | -$632K | 1.12% | 17 |
|
|
2022
Q4 | $1.27M | Buy |
16,719
+229
| +1% | +$17.3K | 0.79% | 22 |
|
|
2022
Q3 | $1.21M | Buy |
16,490
+3,756
| +29% | +$275K | 0.79% | 22 |
|
|
2022
Q2 | $1.03M | Buy |
12,734
+6,393
| +101% | +$519K | 0.65% | 28 |
|
|
2022
Q1 | $594K | Buy |
6,341
+10
| +0.2% | +$937 | 0.33% | 34 |
|
|
2021
Q4 | $670K | Buy |
+6,331
| New | +$670K | 0.39% | 27 |
|