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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$318K	Sell	4,260 -227	-5%	-$17.2K	0.01%	588
2025 Q4	$340K	Sell	4,487 -508	-10%	-$39.2K	0.01%	532
2025 Q3	$388K	Sell	4,995 -41	-0.8%	-$3.12K	0.01%	508
2025 Q2	$382K	Buy	5,036 +560	+13%	+$41.4K	0.01%	475
2025 Q1	$340K	Sell	4,476 -113	-2%	-$8.53K	0.01%	512
2024 Q4	$343K	Buy	4,589 +4,581	+57,263%	+$356K	0.01%	585
2024 Q3	$640	Buy	+8	New	+$633	﹤0.01%	1621
2024 Q1	–	Sell	-19,490	Closed	-$1.56M	–	910
2023 Q4	$1.56M	Sell	19,490 -23,246	-54%	-$1.71M	0.13%	155
2023 Q3	$3.06M	Sell	42,736 -2,164	-5%	-$163K	0.35%	74
2023 Q2	$3.52M	Buy	44,900 +1,847	+4%	+$144K	0.38%	54
2023 Q1	$3.43M	Sell	43,053 -21,798	-34%	-$1.72M	0.4%	48
2022 Q4	$4.91M	Sell	64,851 -4,686	-7%	-$352K	0.52%	42
2022 Q3	$5.09M	Sell	69,537 -13,305	-16%	-$1.08M	0.56%	38
2022 Q2	$6.72M	Buy	82,842 +37,430	+82%	+$3.16M	0.9%	24
2022 Q1	$4.25M	Buy	45,412 +41,711	+1,127%	+$4.06M	0.37%	66
2021 Q4	$392K	Sell	3,701 -142	-4%	-$15.1K	0.03%	229
2021 Q3	$406K	Buy	3,843 +40	+1%	+$4.33K	0.03%	239
2021 Q2	$407K	Sell	3,803 -38	-1%	-$3.93K	0.05%	168
2021 Q1	$389K	Buy	3,841 +136	+4%	+$14.2K	0.06%	146
2020 Q4	$413K	Buy	+3,705	New	+$403K	0.07%	153