HAM
Harmony Asset 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 | $670K | Buy |
8,824
+2,350
| +36% | +$178K | 0.25% | 95 |
|
2025
Q1 | $491K | Buy |
6,474
+400
| +7% | +$30.4K | 0.21% | 106 |
|
2024
Q4 | $454K | Hold |
6,074
| – | – | 0.18% | 107 |
|
2024
Q3 | $493K | Buy |
6,074
+400
| +7% | +$32.5K | 0.18% | 103 |
|
2024
Q2 | $430K | Sell |
5,674
-5,170
| -48% | -$392K | 0.18% | 96 |
|
2024
Q1 | $848K | Buy |
10,844
+475
| +5% | +$37.2K | 0.35% | 74 |
|
2023
Q4 | $831K | Buy |
+10,369
| New | +$831K | 0.35% | 73 |
|