EWM
Echo 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 | – | Sell |
-36,385
| Closed | -$2.72M | – | 51 |
|
|
2024
Q4 | $2.72M | Sell |
36,385
-490
| -1% | -$36.6K | 1.88% | 15 |
|
|
2024
Q3 | $2.93M | Buy |
36,875
+2,555
| +7% | +$203K | 2.05% | 14 |
|
|
2024
Q2 | $2.6M | Buy |
34,320
+2,917
| +9% | +$221K | 1.96% | 15 |
|
|
2024
Q1 | $2.46M | Buy |
31,403
+5,406
| +21% | +$423K | 2.04% | 14 |
|
|
2023
Q4 | $2.06M | Buy |
+25,997
| New | +$2.06M | 1.92% | 16 |
|