Creative Planning’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 | $596K | Buy |
7,854
+94
| +1% | +$7.14K | ﹤0.01% | 2304 |
|
|
2025
Q1 | $589K | Buy |
7,760
+677
| +10% | +$51.4K | ﹤0.01% | 2133 |
|
|
2024
Q4 | $530K | Buy |
7,083
+1,122
| +19% | +$83.9K | ﹤0.01% | 2160 |
|
|
2024
Q3 | $484K | Buy |
5,961
+110
| +2% | +$8.94K | ﹤0.01% | 2135 |
|
|
2024
Q2 | $444K | Sell |
5,851
-551
| -9% | -$41.8K | ﹤0.01% | 2025 |
|
|
2024
Q1 | $501K | Buy |
6,402
+456
| +8% | +$35.7K | ﹤0.01% | 1843 |
|
|
2023
Q4 | $477K | Buy |
+5,946
| New | +$477K | ﹤0.01% | 1740 |
|
|
2023
Q2 | – | Sell |
-2,711
| Closed | -$216K | – | 2702 |
|
|
2023
Q1 | $216K | Buy |
+2,711
| New | +$216K | ﹤0.01% | 2063 |
|
|
2022
Q2 | – | Sell |
-93
| Closed | -$9K | – | 2428 |
|
|
2022
Q1 | $9K | Buy |
+93
| New | +$9K | ﹤0.01% | 2169 |
|
|
2021
Q4 | – | Sell |
-2,328
| Closed | -$246K | – | 2172 |
|
|
2021
Q3 | $246K | Buy |
+2,328
| New | +$246K | ﹤0.01% | 1720 |
|
|
2017
Q3 | – | Sell |
-90
| Closed | -$8K | – | 3537 |
|
|
2017
Q2 | $8K | Sell |
90
-1
| -1% | -$89 | ﹤0.01% | 3728 |
|
|
2017
Q1 | $8K | Sell |
91
-60
| -40% | -$5.28K | ﹤0.01% | 3690 |
|
|
2016
Q4 | $13K | Buy |
151
+71
| +89% | +$6.11K | ﹤0.01% | 3333 |
|
|
2016
Q3 | $8K | Buy |
80
+50
| +167% | +$5K | ﹤0.01% | 3596 |
|
|
2016
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 3822 |
|
|
2016
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 3772 |
|
|
2015
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 3851 |
|
|
2015
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 3785 |
|
|
2015
Q2 | – | Sell |
-178
| Closed | -$17K | – | 2819 |
|
|
2015
Q1 | $17K | Buy |
178
+49
| +38% | +$4.68K | ﹤0.01% | 2822 |
|
|
2014
Q4 | $12K | Sell |
129
-565
| -81% | -$52.6K | ﹤0.01% | 2982 |
|
|
2014
Q3 | $62K | Buy |
694
+594
| +594% | +$53.1K | ﹤0.01% | 1764 |
|
|
2014
Q2 | $9K | Buy |
100
+1
| +1% | +$90 | ﹤0.01% | 2878 |
|
|
2014
Q1 | $9K | Hold |
99
| – | – | ﹤0.01% | 2763 |
|
|
2013
Q4 | $8K | Sell |
99
-200
| -67% | -$16.2K | ﹤0.01% | 2674 |
|
|
2013
Q3 | $25K | Sell |
299
-70
| -19% | -$5.85K | ﹤0.01% | 1975 |
|
|
2013
Q2 | $31K | Buy |
+369
| New | +$31K | ﹤0.01% | 1666 |
|