GWM
Gray Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $730K | Buy |
9,756
+3,549
| +57% | +$265K | 0.28% | 55 |
|
|
2024
Q3 | $504K | Buy |
6,207
+471
| +8% | +$38.3K | 0.2% | 70 |
|
|
2024
Q2 | $435K | Sell |
5,736
-252
| -4% | -$19.1K | 0.19% | 72 |
|
|
2024
Q1 | $468K | Buy |
5,988
+1,095
| +22% | +$85.7K | 0.21% | 68 |
|
|
2023
Q4 | $392K | Sell |
4,893
-3,832
| -44% | -$307K | 0.19% | 75 |
|
|
2023
Q3 | $625K | Sell |
8,725
-2,028
| -19% | -$145K | 0.32% | 59 |
|
|
2023
Q2 | $844K | Sell |
10,753
-274
| -2% | -$21.5K | 0.42% | 48 |
|
|
2023
Q1 | $879K | Buy |
+11,027
| New | +$879K | 0.48% | 44 |
|