BFA
Beaumont Financial Advisors’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 | $264K | Sell |
3,480
-441
| -11% | -$33.5K | 0.02% | 318 |
|
|
2025
Q1 | $298K | Sell |
3,921
-1,564
| -29% | -$119K | 0.02% | 290 |
|
|
2024
Q4 | $410K | Sell |
5,485
-267
| -5% | -$20K | 0.03% | 248 |
|
|
2024
Q3 | $467K | Buy |
5,752
+1,316
| +30% | +$107K | 0.04% | 217 |
|
|
2024
Q2 | $337K | Sell |
4,436
-1,978
| -31% | -$150K | 0.03% | 256 |
|
|
2024
Q1 | $502K | Buy |
6,414
+1,350
| +27% | +$106K | 0.04% | 200 |
|
|
2023
Q4 | $406K | Sell |
5,064
-3
| -0.1% | -$240 | 0.04% | 221 |
|
|
2023
Q3 | $363K | Buy |
+5,067
| New | +$363K | 0.04% | 220 |
|