AAS
Avantax Advisory Services’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 | $1.36M | Buy |
17,958
+458
| +3% | +$34.8K | 0.01% | 988 |
|
|
2025
Q1 | $1.33M | Buy |
17,500
+806
| +5% | +$61.2K | 0.01% | 947 |
|
|
2024
Q4 | $1.25M | Buy |
16,694
+2,950
| +21% | +$221K | 0.01% | 942 |
|
|
2024
Q3 | $1.12M | Buy |
13,744
+4,052
| +42% | +$329K | 0.01% | 961 |
|
|
2024
Q2 | $735K | Buy |
9,692
+4,974
| +105% | +$377K | 0.01% | 1141 |
|
|
2024
Q1 | $369K | Buy |
4,718
+1,715
| +57% | +$134K | ﹤0.01% | 1184 |
|
|
2023
Q4 | $241K | Buy |
+3,003
| New | +$241K | ﹤0.01% | 1357 |
|
|
2023
Q3 | – | Sell |
-4,112
| Closed | -$323K | – | 1626 |
|
|
2023
Q2 | $323K | Sell |
4,112
-1,301
| -24% | -$102K | ﹤0.01% | 1144 |
|
|
2023
Q1 | $432K | Buy |
+5,413
| New | +$432K | 0.01% | 973 |
|
|
2022
Q4 | – | Sell |
-3,063
| Closed | -$224K | – | 1459 |
|
|
2022
Q3 | $224K | Buy |
3,063
+188
| +7% | +$13.7K | ﹤0.01% | 1157 |
|
|
2022
Q2 | $233K | Buy |
2,875
+100
| +4% | +$8.1K | ﹤0.01% | 1133 |
|
|
2022
Q1 | $261K | Buy |
+2,775
| New | +$261K | ﹤0.01% | 1075 |
|
|
2020
Q4 | – | Sell |
-5,650
| Closed | -$604K | – | 1342 |
|
|
2020
Q3 | $604K | Buy |
+5,650
| New | +$604K | 0.01% | 731 |
|
|
2019
Q4 | – | Sell |
-3,526
| Closed | -$357K | – | 848 |
|
|
2019
Q3 | $357K | Sell |
3,526
-702
| -17% | -$71.1K | 0.01% | 389 |
|
|
2019
Q2 | $410K | Hold |
4,228
| – | – | 0.02% | 328 |
|
|
2019
Q1 | $387K | Hold |
4,228
| – | – | 0.02% | 307 |
|
|
2018
Q4 | $360K | Buy |
+4,228
| New | +$360K | 0.06% | 271 |
|