AWM
Avaii 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 | $472K | Buy |
6,224
+138
| +2% | +$10.5K | 0.21% | 60 |
|
|
2025
Q1 | $462K | Buy |
6,086
+769
| +14% | +$58.4K | 0.25% | 59 |
|
|
2024
Q4 | $398K | Buy |
5,317
+764
| +17% | +$57.1K | 0.2% | 69 |
|
|
2024
Q3 | $370K | Sell |
4,553
-310
| -6% | -$25.2K | 0.19% | 77 |
|
|
2024
Q2 | $369K | Sell |
4,863
-2,034
| -29% | -$154K | 0.2% | 87 |
|
|
2024
Q1 | $540K | Sell |
6,897
-7,002
| -50% | -$548K | 0.32% | 58 |
|
|
2023
Q4 | $1.11M | Sell |
13,899
-325
| -2% | -$26K | 0.73% | 23 |
|
|
2023
Q3 | $1.02M | Sell |
14,224
-4,250
| -23% | -$304K | 0.77% | 26 |
|
|
2023
Q2 | $1.45M | Buy |
18,474
+1,862
| +11% | +$146K | 1.11% | 16 |
|
|
2023
Q1 | $1.32M | Buy |
16,612
+2,999
| +22% | +$239K | 1.15% | 18 |
|
|
2022
Q4 | $1.03M | Buy |
13,613
+5,831
| +75% | +$441K | 0.92% | 22 |
|
|
2022
Q3 | $570K | Buy |
7,782
+647
| +9% | +$47.4K | 0.59% | 38 |
|
|
2022
Q2 | $579K | Buy |
7,135
+1,472
| +26% | +$119K | 0.62% | 28 |
|
|
2022
Q1 | $530K | Buy |
+5,663
| New | +$530K | 0.49% | 33 |
|