TW
TrinityPoint Wealth’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,881
| Closed | -$1.19M | – | 318 |
|
|
2023
Q4 | $1.19M | Sell |
14,881
-15,781
| -51% | -$1.26M | 0.22% | 111 |
|
|
2023
Q3 | $2.2M | Sell |
30,662
-541
| -2% | -$38.7K | 0.44% | 62 |
|
|
2023
Q2 | $2.45M | Buy |
31,203
+2,943
| +10% | +$231K | 0.48% | 56 |
|
|
2023
Q1 | $2.25M | Buy |
28,260
+1,824
| +7% | +$145K | 0.48% | 54 |
|
|
2022
Q4 | $2M | Sell |
26,436
-358
| -1% | -$27.1K | 0.46% | 63 |
|
|
2022
Q3 | $1.96M | Sell |
26,794
-4,862
| -15% | -$356K | 0.45% | 61 |
|
|
2022
Q2 | $2.57M | Buy |
31,656
+11,615
| +58% | +$942K | 0.57% | 49 |
|
|
2022
Q1 | $1.88M | Buy |
+20,041
| New | +$1.88M | 0.34% | 73 |
|