Financial Advocates Investment Management’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
Q1 | – | Sell |
-2,731
| Closed | -$204K | – | 770 |
|
|
2024
Q4 | $204K | Sell |
2,731
-228
| -8% | -$17K | 0.01% | 695 |
|
|
2024
Q3 | $244K | Buy |
+2,959
| New | +$244K | 0.01% | 658 |
|
|
2022
Q3 | – | Sell |
-3,642
| Closed | -$295K | – | 830 |
|
|
2022
Q2 | $295K | Sell |
3,642
-2,025
| -36% | -$164K | 0.02% | 514 |
|
|
2022
Q1 | $531K | Buy |
5,667
+84
| +2% | +$7.87K | 0.04% | 423 |
|
|
2021
Q4 | $591K | Sell |
5,583
-700
| -11% | -$74.1K | 0.04% | 439 |
|
|
2021
Q3 | $663K | Sell |
6,283
-300
| -5% | -$31.7K | 0.04% | 406 |
|
|
2021
Q2 | $704K | Sell |
6,583
-50
| -0.8% | -$5.35K | 0.05% | 383 |
|
|
2021
Q1 | $671K | Buy |
6,633
+2,614
| +65% | +$264K | 0.05% | 401 |
|
|
2020
Q4 | $445K | Buy |
4,019
+1,670
| +71% | +$185K | 0.03% | 473 |
|
|
2020
Q3 | $251K | Sell |
2,349
-982
| -29% | -$105K | 0.02% | 513 |
|
|
2020
Q2 | $354K | Buy |
3,331
+215
| +7% | +$22.8K | 0.03% | 408 |
|
|
2020
Q1 | $303K | Sell |
3,116
-1,470
| -32% | -$143K | 0.04% | 349 |
|
|
2019
Q4 | $464K | Buy |
4,586
+12
| +0.3% | +$1.21K | 0.05% | 323 |
|
|
2019
Q3 | $463K | Sell |
4,574
-891
| -16% | -$90.2K | 0.05% | 301 |
|
|
2019
Q2 | $530K | Buy |
5,465
+659
| +14% | +$63.9K | 0.06% | 280 |
|
|
2019
Q1 | $440K | Buy |
4,806
+788
| +20% | +$72.1K | 0.05% | 297 |
|
|
2018
Q4 | $342K | Sell |
4,018
-3,052
| -43% | -$260K | 0.05% | 312 |
|
|
2018
Q3 | $622K | Buy |
7,070
+996
| +16% | +$87.6K | 0.07% | 250 |
|
|
2018
Q2 | $531K | Buy |
6,074
+1
| +0% | +$87 | 0.06% | 262 |
|
|
2018
Q1 | $554K | Hold |
6,073
| – | – | 0.07% | 240 |
|
|
2017
Q4 | $581K | Buy |
+6,073
| New | +$581K | 0.08% | 235 |
|