1WM
1900 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,521
| Closed | -$1.92M | – | 236 |
|
|
2024
Q1 | $1.92M | Hold |
24,521
| – | – | 0.17% | 77 |
|
|
2023
Q4 | $1.97M | Sell |
24,521
-197
| -0.8% | -$15.8K | 0.18% | 87 |
|
|
2023
Q3 | $1.77M | Hold |
24,718
| – | – | 0.18% | 96 |
|
|
2023
Q2 | $1.94M | Hold |
24,718
| – | – | 0.2% | 90 |
|
|
2023
Q1 | $1.97M | Hold |
24,718
| – | – | 0.21% | 87 |
|
|
2022
Q4 | $1.87M | Hold |
24,718
| – | – | 0.2% | 87 |
|
|
2022
Q3 | $1.81M | Hold |
24,718
| – | – | 0.21% | 85 |
|
|
2022
Q2 | $2.01M | Sell |
24,718
-2,731
| -10% | -$222K | 0.22% | 83 |
|
|
2022
Q1 | $2.57M | Hold |
27,449
| – | – | 0.24% | 75 |
|
|
2021
Q4 | $2.91M | Buy |
27,449
+4,108
| +18% | +$435K | 0.26% | 70 |
|
|
2021
Q3 | $2.46M | Buy |
23,341
+8,508
| +57% | +$898K | 0.24% | 77 |
|
|
2021
Q2 | $1.59M | Sell |
14,833
-13,951
| -48% | -$1.49M | 0.15% | 89 |
|
|
2021
Q1 | $2.91K | Buy |
28,784
+9,563
| +50% | +$968 | 0.22% | 57 |
|
|
2020
Q4 | $2.14M | Buy |
+19,221
| New | +$2.14M | 0.25% | 61 |
|