GM
GeoWealth 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 | $382K | Buy |
5,036
+560
| +13% | +$42.5K | 0.01% | 475 |
|
|
2025
Q1 | $340K | Sell |
4,476
-113
| -2% | -$8.58K | 0.01% | 512 |
|
|
2024
Q4 | $343K | Buy |
4,589
+4,581
| +57,263% | +$343K | 0.01% | 585 |
|
|
2024
Q3 | $640 | Buy |
+8
| New | +$640 | ﹤0.01% | 1621 |
|
|
2024
Q1 | – | Sell |
-19,490
| Closed | -$1.56M | – | 910 |
|
|
2023
Q4 | $1.56M | Sell |
19,490
-23,246
| -54% | -$1.86M | 0.13% | 155 |
|
|
2023
Q3 | $3.06M | Sell |
42,736
-2,164
| -5% | -$155K | 0.35% | 74 |
|
|
2023
Q2 | $3.53M | Buy |
44,900
+1,847
| +4% | +$145K | 0.38% | 54 |
|
|
2023
Q1 | $3.43M | Sell |
43,053
-21,798
| -34% | -$1.74M | 0.4% | 48 |
|
|
2022
Q4 | $4.91M | Sell |
64,851
-4,686
| -7% | -$355K | 0.52% | 42 |
|
|
2022
Q3 | $5.09M | Sell |
69,537
-13,305
| -16% | -$974K | 0.56% | 38 |
|
|
2022
Q2 | $6.72M | Buy |
82,842
+37,430
| +82% | +$3.04M | 0.9% | 24 |
|
|
2022
Q1 | $4.25M | Buy |
45,412
+41,711
| +1,127% | +$3.91M | 0.37% | 66 |
|
|
2021
Q4 | $392K | Sell |
3,701
-142
| -4% | -$15K | 0.03% | 229 |
|
|
2021
Q3 | $406K | Buy |
3,843
+40
| +1% | +$4.23K | 0.03% | 239 |
|
|
2021
Q2 | $407K | Sell |
3,803
-38
| -1% | -$4.07K | 0.05% | 168 |
|
|
2021
Q1 | $389K | Buy |
3,841
+136
| +4% | +$13.8K | 0.06% | 146 |
|
|
2020
Q4 | $413K | Buy |
+3,705
| New | +$413K | 0.07% | 153 |
|