ACP
Aveo Capital Partners’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 | – | Sell |
-101,766
| Closed | -$7.5M | – | 150 |
|
|
2025
Q1 | $7.5M | Buy |
101,766
+9,260
| +10% | +$682K | 1.25% | 23 |
|
|
2024
Q4 | $6.92M | Sell |
92,506
-50,606
| -35% | -$3.78M | 0.76% | 35 |
|
|
2024
Q3 | $11.6M | Buy |
143,112
+50,124
| +54% | +$4.07M | 1.23% | 19 |
|
|
2024
Q2 | $7.05M | Sell |
92,988
-50,320
| -35% | -$3.82M | 0.8% | 35 |
|
|
2024
Q1 | $10.8M | Buy |
143,308
+56,246
| +65% | +$4.24M | 1.18% | 20 |
|
|
2023
Q4 | $6.98M | Buy |
87,062
+5,580
| +7% | +$447K | 0.84% | 33 |
|
|
2023
Q3 | $5.84M | Buy |
81,482
+565
| +0.7% | +$40.5K | 0.77% | 34 |
|
|
2023
Q2 | $6.35M | Buy |
+80,917
| New | +$6.35M | 0.81% | 34 |
|