GJIA
Glass Jacobson Investment Advisors’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 | – | Sell |
-2,270
| Closed | -$170K | – | 847 |
|
|
2025
Q1 | $170K | Hold |
2,270
| – | – | 0.06% | 249 |
|
|
2024
Q4 | $170K | Buy |
2,270
+1,074
| +90% | +$80.3K | 0.06% | 249 |
|
|
2024
Q3 | $97.1K | Buy |
1,196
+999
| +507% | +$81.1K | 0.03% | 284 |
|
|
2024
Q2 | $14.9K | Buy |
197
+2
| +1% | +$152 | 0.01% | 516 |
|
|
2024
Q1 | $15.2K | Buy |
+195
| New | +$15.2K | 0.01% | 514 |
|