Independent Financial Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$463K Sell
2025
Q4
$744K Sell
2025
Q3
$838K Sell
2025
Q2
$828K Sell
2025
Q1
$868K Buy
2024
Q4
$807K Sell
2024
Q3
$883K Buy
2024
Q2
$381K Hold
2024
Q1
$393K Buy
2021
Q3
Sell
2021
Q2
$202K Buy
2021
Q1
Sell
2020
Q4
$230K Sell
2020
Q3
$256K Buy
2020
Q2
$217K Buy