VWA
Visionary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,086
| Closed | -$808K | – | 507 |
|
|
2023
Q4 | $808K | Buy |
+10,086
| New | +$808K | 0.06% | 251 |
|
|
2022
Q2 | – | Sell |
-5,168
| Closed | -$484K | – | 474 |
|
|
2022
Q1 | $484K | Sell |
5,168
-44,557
| -90% | -$4.17M | 0.04% | 254 |
|
|
2021
Q4 | $5.26M | Buy |
49,725
+1,326
| +3% | +$140K | 0.43% | 58 |
|
|
2021
Q3 | $5.11M | Buy |
48,399
+7,664
| +19% | +$809K | 0.53% | 49 |
|
|
2021
Q2 | $4.36M | Buy |
+40,735
| New | +$4.36M | 0.44% | 56 |
|