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Compass Ion 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
$669K Hold
8,812
0.07% 143
2025
Q1
$669K Sell
8,812
-40
-0.5% -$3.04K 0.08% 139
2024
Q4
$662K Hold
8,852
0.08% 142
2024
Q3
$719K Buy
+8,852
New +$719K 0.09% 126