AWM
AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2K | Buy |
319
+25
| +9% | +$1.9K | ﹤0.01% | 1729 |
|
|
2025
Q1 | $22.3K | Sell |
294
-1,355
| -82% | -$103K | ﹤0.01% | 1722 |
|
|
2024
Q4 | $123K | Buy |
+1,649
| New | +$123K | ﹤0.01% | 1384 |
|
|
2024
Q1 | – | Sell |
-3,027
| Closed | -$237K | – | 1953 |
|
|
2023
Q4 | $237K | Buy |
+3,027
| New | +$237K | ﹤0.01% | 1817 |
|
|
2023
Q2 | – | Sell |
-28,421
| Closed | -$2.27M | – | 2051 |
|
|
2023
Q1 | $2.27M | Sell |
28,421
-1,800
| -6% | -$143K | 0.01% | 753 |
|
|
2022
Q4 | $2.29M | Sell |
30,221
-22,352
| -43% | -$1.69M | 0.02% | 691 |
|
|
2022
Q3 | $3.85M | Buy |
52,573
+10,295
| +24% | +$754K | 0.03% | 487 |
|
|
2022
Q2 | $3.43M | Sell |
42,278
-237
| -0.6% | -$19.2K | 0.03% | 497 |
|
|
2022
Q1 | $3.98M | Sell |
42,515
-13,774
| -24% | -$1.29M | 0.03% | 509 |
|
|
2021
Q4 | $5.96M | Sell |
56,289
-1,277
| -2% | -$135K | 0.04% | 387 |
|
|
2021
Q3 | $6.08M | Buy |
57,566
+22,446
| +64% | +$2.37M | 0.05% | 335 |
|
|
2021
Q2 | $3.76M | Buy |
35,120
+714
| +2% | +$76.4K | 0.03% | 452 |
|
|
2021
Q1 | $3.48M | Sell |
34,406
-17,570
| -34% | -$1.78M | 0.04% | 405 |
|
|
2020
Q4 | $5.77M | Sell |
51,976
-7,012
| -12% | -$779K | 0.07% | 255 |
|
|
2020
Q3 | $6.31M | Sell |
58,988
-11,495
| -16% | -$1.23M | 0.09% | 201 |
|
|
2020
Q2 | $7.49M | Buy |
70,483
+14,625
| +26% | +$1.55M | 0.12% | 172 |
|
|
2020
Q1 | $5.43M | Buy |
55,858
+956
| +2% | +$92.8K | 0.12% | 152 |
|
|
2019
Q4 | $5.57M | Buy |
54,902
+58
| +0.1% | +$5.88K | 0.12% | 162 |
|
|
2019
Q3 | $5.55M | Buy |
54,844
+5,561
| +11% | +$562K | 0.16% | 125 |
|
|
2019
Q2 | $4.77M | Buy |
49,283
+34,548
| +234% | +$3.35M | 0.14% | 129 |
|
|
2019
Q1 | $1.35M | Buy |
+14,735
| New | +$1.35M | 0.09% | 175 |
|