GWM
GDS 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
Q2 | $43.1M | Sell |
567,222
-49,358
| -8% | -$3.75M | 3.14% | 3 |
|
|
2025
Q1 | $46.8M | Buy |
616,580
+100,947
| +20% | +$7.66M | 3.99% | 3 |
|
|
2024
Q4 | $38.6M | Buy |
515,633
+78,215
| +18% | +$5.85M | 3.51% | 5 |
|
|
2024
Q3 | $35.5M | Buy |
437,418
+86,358
| +25% | +$7.01M | 3.46% | 4 |
|
|
2024
Q2 | $26.6M | Buy |
351,060
+174,955
| +99% | +$13.3M | 2.92% | 6 |
|
|
2024
Q1 | $13.8M | Buy |
+176,105
| New | +$13.8M | 1.61% | 25 |
|