DWP
Destiny Wealth Partners’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 | – | Sell |
-65,666
| Closed | -$4.91M | – | 176 |
|
2024
Q4 | $4.91M | Buy |
65,666
+1,153
| +2% | +$86.2K | 0.8% | 43 |
|
2024
Q3 | $5.24M | Sell |
64,513
-271
| -0.4% | -$22K | 0.92% | 39 |
|
2024
Q2 | $4.91M | Sell |
64,784
-155,904
| -71% | -$11.8M | 0.88% | 38 |
|
2024
Q1 | $17.3M | Sell |
220,688
-19,028
| -8% | -$1.49M | 3.09% | 6 |
|
2023
Q4 | $18.8M | Buy |
+239,716
| New | +$18.8M | 3.54% | 3 |
|