Avidian Wealth Enterprises’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
6,821
-242
-3% -$18.4K 0.02% 326
2025
Q1
$536K Sell
7,063
-276
-4% -$21K 0.02% 297
2024
Q4
$549K Buy
7,339
+124
+2% +$9.27K 0.02% 282
2024
Q3
$586K Sell
7,215
-517
-7% -$42K 0.03% 273
2024
Q2
$587K Buy
7,732
+96
+1% +$7.28K 0.02% 249
2024
Q1
$597K Sell
7,636
-4
-0.1% -$313 0.03% 234
2023
Q4
$612K Sell
7,640
-5,453
-42% -$437K 0.04% 226
2023
Q3
$938K Sell
13,093
-371
-3% -$26.6K 0.07% 168
2023
Q2
$1.06M Buy
13,464
+6,279
+87% +$493K 0.07% 171
2023
Q1
$573K Buy
+7,185
New +$573K 0.03% 270
2022
Q2
Sell
-19,678
Closed -$1.84M 497
2022
Q1
$1.84M Buy
+19,678
New +$1.84M 0.11% 120