Financial Advisory Partners’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 | $6.42M | Buy |
84,605
+6,125
| +8% | +$465K | 2.02% | 10 |
|
2025
Q1 | $5.96M | Sell |
78,480
-24,960
| -24% | -$1.89M | 1.99% | 9 |
|
2024
Q4 | $7.74M | Buy |
103,440
+3,976
| +4% | +$297K | 2.57% | 6 |
|
2024
Q3 | $8.08M | Buy |
99,464
+17,491
| +21% | +$1.42M | 2.68% | 5 |
|
2024
Q2 | $6.22M | Buy |
81,973
+13,539
| +20% | +$1.03M | 2.33% | 6 |
|
2024
Q1 | $5.35M | Buy |
68,434
+2,234
| +3% | +$175K | 2.07% | 9 |
|
2023
Q4 | $5.31M | Buy |
66,200
+37,209
| +128% | +$2.98M | 1.93% | 10 |
|
2023
Q3 | $2.08M | Buy |
+28,991
| New | +$2.08M | 0.84% | 51 |
|