GYL Financial Synergies’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$812K Sell
9,992
-9,738
-49% -$791K 0.06% 201
2024
Q2
$1.5M Sell
19,730
-9,652
-33% -$732K 0.12% 152
2024
Q1
$2.3M Sell
29,382
-45,997
-61% -$3.6M 0.18% 112
2023
Q4
$6.04M Buy
+75,379
New +$6.04M 0.5% 51
2023
Q3
Sell
-4,993
Closed -$392K 344
2023
Q2
$392K Buy
+4,993
New +$392K 0.04% 259