HNWAG
High Net Worth Advisory Group’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 | $866K | Sell |
11,414
-2,273
| -17% | -$173K | 0.23% | 93 |
|
|
2025
Q1 | $1.04M | Sell |
13,687
-471
| -3% | -$35.8K | 0.29% | 81 |
|
|
2024
Q4 | $1.06M | Sell |
14,158
-77
| -0.5% | -$5.76K | 0.3% | 76 |
|
|
2024
Q3 | $1.16M | Buy |
14,235
+1,098
| +8% | +$89.2K | 0.32% | 70 |
|
|
2024
Q2 | $997K | Sell |
13,137
-658
| -5% | -$49.9K | 0.3% | 74 |
|
|
2024
Q1 | $1.08M | Buy |
13,795
+380
| +3% | +$29.7K | 0.34% | 70 |
|
|
2023
Q4 | $1.08M | Buy |
13,415
+153
| +1% | +$12.3K | 0.4% | 61 |
|
|
2023
Q3 | $950K | Buy |
13,262
+5,908
| +80% | +$423K | 0.38% | 67 |
|
|
2023
Q2 | $577K | Buy |
7,354
+2,985
| +68% | +$234K | 0.22% | 100 |
|
|
2023
Q1 | $348K | Buy |
4,369
+2,498
| +134% | +$199K | 0.14% | 136 |
|
|
2022
Q4 | $142K | Buy |
+1,871
| New | +$142K | 0.06% | 212 |
|