Global Retirement Partners’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 Q4	$1.23M	Sell	16,167 -324	-2%	-$25K	0.02%	598
2025 Q3	$1.28M	Sell	16,491 -326	-2%	-$24.8K	0.03%	475
2025 Q2	$1.28M	Buy	+16,817	New	+$1.24M	0.03%	442
2024 Q4	$607K	Sell	8,117 -1,246	-13%	-$96.9K	0.02%	573
2024 Q3	$761K	Buy	9,363 +6,079	+185%	+$481K	0.02%	519
2024 Q2	$249K	Buy	3,284 +366	+13%	+$27.8K	0.01%	817
2024 Q1	$228K	Buy	2,918 +2,003	+219%	+$156K	0.01%	747
2023 Q4	$71.8K	Buy	915 +493	+117%	+$36.3K	﹤0.01%	1200
2023 Q3	$29.5K	Sell	422 -97	-19%	-$7.31K	﹤0.01%	1503
2023 Q2	$40.7K	Buy	519 +225	+77%	+$17.6K	﹤0.01%	1365
2023 Q1	$23.3K	Hold	294	–	–	﹤0.01%	1568
2022 Q4	$22.3K	Buy	+294	New	+$22.1K	﹤0.01%	1438
2022 Q3	–	Sell	-63,856	Closed	-$5.18M	–	3001
2022 Q2	$5.18M	Buy	63,856 +150	+0.2%	+$12.6K	0.42%	45
2022 Q1	$5.38M	Buy	+63,706	New	+$6.19M	0.42%	49
2021 Q4	–	Sell	-225	Closed	-$24K	–	1733
2021 Q3	$24K	Hold	225	–	–	﹤0.01%	1152
2021 Q2	$24K	Buy	225 +60	+36%	+$6.21K	﹤0.01%	1136
2021 Q1	$17K	Buy	165 +25	+18%	+$2.62K	﹤0.01%	1154
2020 Q4	$16K	Sell	140 -14	-9%	-$1.52K	﹤0.01%	1121
2020 Q3	$16K	Sell	154 -26	-14%	-$2.84K	﹤0.01%	1005
2020 Q2	$19K	Sell	180 -160	-47%	-$16.4K	﹤0.01%	920
2020 Q1	$33K	Sell	340 -4	-1%	-$405	0.01%	671
2019 Q4	$35K	Sell	344 -148	-30%	-$14.9K	0.01%	747
2019 Q3	$50K	Buy	492 +159	+48%	+$15.8K	0.01%	633
2019 Q2	$32K	Sell	333 -246	-42%	-$22.7K	0.01%	733
2019 Q1	$53K	Buy	579 +397	+218%	+$34.9K	0.01%	537
2018 Q4	$16K	Buy	+182	New	+$15.5K	﹤0.01%	831