FIA
Foundations Investment Advisors’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
Q2 | $216K | Sell |
2,846
-762
| -21% | -$57.8K | ﹤0.01% | 862 |
|
|
2025
Q1 | $274K | Buy |
3,608
+2
| +0.1% | +$152 | 0.01% | 738 |
|
|
2024
Q4 | $270K | Buy |
+3,606
| New | +$270K | 0.01% | 683 |
|
|
2024
Q3 | – | Sell |
-2,749
| Closed | -$209K | – | 867 |
|
|
2024
Q2 | $209K | Buy |
+2,749
| New | +$209K | 0.01% | 714 |
|
|
2023
Q4 | – | Sell |
-3,040
| Closed | -$218K | – | 730 |
|
|
2023
Q3 | $218K | Sell |
3,040
-1,164
| -28% | -$83.4K | 0.01% | 592 |
|
|
2023
Q2 | $330K | Buy |
4,204
+768
| +22% | +$60.3K | 0.01% | 452 |
|
|
2023
Q1 | $274K | Sell |
3,436
-423
| -11% | -$33.7K | 0.01% | 414 |
|
|
2022
Q4 | $292K | Buy |
+3,859
| New | +$292K | 0.01% | 348 |
|
|
2019
Q1 | – | Sell |
-5,202
| Closed | -$459K | – | 123 |
|
|
2018
Q4 | $459K | Buy |
+5,202
| New | +$459K | 0.1% | 65 |
|