Geneos Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Geneos Wealth Management’s Portfolio VCLT Stock Details VCLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.93M	Buy	25,764 +5,657	+28%	+$430K	0.04%	362
2025 Q4	$1.53M	Buy	20,107 +8,897	+79%	+$687K	0.04%	401
2025 Q3	$870K	Buy	11,210 +606	+6%	+$46.1K	0.02%	520
2025 Q2	$805K	Sell	10,604 -4,605	-30%	-$340K	0.02%	589
2025 Q1	$1.15M	Buy	15,209 +10,010	+193%	+$756K	0.02%	629
2024 Q4	$389K	Buy	5,199 +1,089	+26%	+$84.7K	0.01%	646
2024 Q3	$334K	Buy	4,110 +1,335	+48%	+$106K	0.01%	642
2024 Q2	$211K	Buy	2,775 +489	+21%	+$37.1K	0.01%	694
2024 Q1	$179K	Buy	2,286 +7	+0.3%	+$546	0.01%	723
2023 Q4	$183K	Buy	2,279 +810	+55%	+$59.6K	0.01%	696
2023 Q3	$105K	Buy	1,469 +9	+0.6%	+$678	0.01%	859
2023 Q2	$115K	Buy	1,460 +9	+0.6%	+$703	0.01%	841
2023 Q1	$116K	Buy	1,451 +6	+0.4%	+$473	0.01%	799
2022 Q4	$109K	Buy	1,445 +11	+0.8%	+$827	0.01%	809
2022 Q3	$105K	Buy	1,434 +421	+42%	+$34.1K	0.01%	787
2022 Q2	$83K	Hold	1,013	–	–	﹤0.01%	1084
2022 Q1	$94K	Hold	1,013	–	–	﹤0.01%	1122
2021 Q4	$107K	Sell	1,013 -76	-7%	-$8.09K	﹤0.01%	1136
2021 Q3	$115K	Hold	1,089	–	–	﹤0.01%	1111
2021 Q2	$116K	Sell	1,089 -26	-2%	-$2.69K	﹤0.01%	1110
2021 Q1	$114K	Buy	1,115 +10	+0.9%	+$1.05K	﹤0.01%	1245
2020 Q4	$109K	Sell	1,105 -469	-30%	-$51K	﹤0.01%	1113
2020 Q3	$168K	Buy	1,574 +4	+0.3%	+$437	0.01%	742
2020 Q2	$165K	Buy	1,570 +5	+0.3%	+$512	0.01%	725
2020 Q1	$151K	Buy	1,565 +552	+54%	+$55.9K	0.01%	705
2019 Q4	$103K	Hold	1,013	–	–	0.01%	943
2019 Q3	$102K	Buy	1,013 +148	+17%	+$14.7K	0.01%	889
2019 Q2	$83K	Buy	865 +320	+59%	+$29.5K	0.01%	978
2019 Q1	$49K	Hold	545	–	–	﹤0.01%	1157
2018 Q4	$46K	Hold	545	–	–	﹤0.01%	1135
2018 Q3	$47K	Hold	545	–	–	﹤0.01%	1198
2018 Q2	$47K	Hold	545	–	–	﹤0.01%	1082
2018 Q1	$49K	Hold	545	–	–	﹤0.01%	1006
2017 Q4	$52K	Buy	545 +215	+65%	+$20.3K	﹤0.01%	984
2017 Q3	$31K	Buy	+330	New	+$30.9K	﹤0.01%	1159