Francis Financial’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 | – | Sell |
-7,328
| Closed | -$556K | – | 97 |
|
|
2025
Q1 | $556K | Sell |
7,328
-248,799
| -97% | -$18.9M | 0.13% | 45 |
|
|
2024
Q4 | $19.2M | Buy |
256,127
+29,827
| +13% | +$2.23M | 4.85% | 6 |
|
|
2024
Q3 | $18.4M | Buy |
226,300
+53,434
| +31% | +$4.34M | 4.85% | 6 |
|
|
2024
Q2 | $13.1M | Buy |
172,866
+33,759
| +24% | +$2.56M | 3.97% | 8 |
|
|
2024
Q1 | $10.9M | Buy |
139,107
+113,007
| +433% | +$8.84M | 3.51% | 10 |
|
|
2023
Q4 | $2.09M | Buy |
+26,100
| New | +$2.09M | 0.9% | 18 |
|