HHRDM
H&H Retirement Design & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Buy |
99,207
+8,607
| +10% | +$644K | 4.07% | 5 |
|
|
2025
Q1 | $6.55M | Buy |
90,600
+1,262
| +1% | +$91.2K | 4.36% | 5 |
|
|
2024
Q4 | $6.79M | Buy |
89,338
+2,478
| +3% | +$188K | 4.13% | 4 |
|
|
2024
Q3 | $6.93M | Buy |
86,860
+5,561
| +7% | +$443K | 4.08% | 4 |
|
|
2024
Q2 | $6.25M | Buy |
81,299
+1,792
| +2% | +$138K | 3.86% | 5 |
|
|
2024
Q1 | $5.92M | Sell |
79,507
-14,640
| -16% | -$1.09M | 3.91% | 5 |
|
|
2023
Q4 | $7.3M | Buy |
+94,147
| New | +$7.3M | 4.6% | 5 |
|