IWA
IBEX Wealth Advisors’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
Q1 | – | Sell |
-8,390
| Closed | -$627K | – | 207 |
|
|
2024
Q4 | $627K | Buy |
+8,390
| New | +$627K | 0.07% | 139 |
|
|
2021
Q4 | – | Sell |
-40
| Closed | -$4K | – | 421 |
|
|
2021
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 413 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$3K | – | 343 |
|
|
2019
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 363 |
|
|
2017
Q1 | – | Sell |
-213
| Closed | -$19K | – | 372 |
|
|
2016
Q4 | $19K | Buy |
+213
| New | +$19K | 0.01% | 229 |
|