CWM
Cahill 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
Q1 | $243K | Hold |
3,200
| – | – | 0.12% | 45 |
|
|
2024
Q4 | $239K | Hold |
3,200
| – | – | 0.12% | 46 |
|
|
2024
Q3 | $260K | Hold |
3,200
| – | – | 0.13% | 44 |
|
|
2024
Q2 | $243K | Hold |
3,200
| – | – | 0.14% | 45 |
|
|
2024
Q1 | $250K | Hold |
3,200
| – | – | 0.15% | 43 |
|
|
2023
Q4 | $256K | Hold |
3,200
| – | – | 0.17% | 40 |
|
|
2023
Q3 | $229K | Hold |
3,200
| – | – | 0.18% | 41 |
|
|
2023
Q2 | $251K | Hold |
3,200
| – | – | 0.17% | 40 |
|
|
2023
Q1 | $255K | Hold |
3,200
| – | – | 0.19% | 41 |
|
|
2022
Q4 | $252K | Buy |
+3,200
| New | +$252K | 0.18% | 42 |
|