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
2025
Q2
$382K Buy
2025
Q1
$340K Sell
2024
Q4
$343K Buy
2024
Q3
$640 Buy
2024
Q1
Sell
2023
Q4
$1.56M Sell
2023
Q3
$3.06M Sell
2023
Q2
$3.52M Buy
2023
Q1
$3.43M Sell
2022
Q4
$4.91M Sell
2022
Q3
$5.09M Sell
2022
Q2
$6.72M Buy
2022
Q1
$4.25M Buy
2021
Q4
$392K Sell
2021
Q3
$406K Buy
2021
Q2
$407K Sell
2021
Q1
$389K Buy
2020
Q4
$413K Buy