IWS
Insight Wealth Strategies’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 | $28.8M | Buy |
380,395
+3,253
| +0.9% | +$247K | 3.64% | 2 |
|
|
2025
Q1 | $28.6M | Buy |
377,142
+59,308
| +19% | +$4.5M | 3.85% | 2 |
|
|
2024
Q4 | $23.8M | Buy |
317,834
+9,089
| +3% | +$680K | 3.19% | 9 |
|
|
2024
Q3 | $25.1M | Buy |
308,745
+95,020
| +44% | +$7.72M | 3.3% | 8 |
|
|
2024
Q2 | $16.2M | Buy |
213,725
+5,278
| +3% | +$400K | 2.31% | 13 |
|
|
2024
Q1 | $16.3M | Buy |
208,447
+166,491
| +397% | +$13M | 2.39% | 12 |
|
|
2023
Q4 | $3.36M | Buy |
41,956
+362
| +0.9% | +$29K | 0.54% | 31 |
|
|
2023
Q3 | $2.98M | Sell |
41,594
-3,601
| -8% | -$258K | 0.58% | 30 |
|
|
2023
Q2 | $3.55M | Buy |
45,195
+156
| +0.3% | +$12.2K | 0.68% | 27 |
|
|
2023
Q1 | $3.59M | Buy |
45,039
+838
| +2% | +$66.8K | 0.7% | 23 |
|
|
2022
Q4 | $3.35M | Buy |
44,201
+651
| +1% | +$49.3K | 0.65% | 24 |
|
|
2022
Q3 | $3.53M | Hold |
43,550
| – | – | 0.66% | 24 |
|
|
2022
Q2 | $3.53M | Buy |
43,550
+1,131
| +3% | +$91.7K | 0.66% | 24 |
|
|
2022
Q1 | $3.97M | Sell |
42,419
-181
| -0.4% | -$17K | 0.59% | 27 |
|
|
2021
Q4 | $4.51M | Buy |
42,600
+91
| +0.2% | +$9.63K | 0.64% | 25 |
|
|
2021
Q3 | $4.49M | Buy |
+42,509
| New | +$4.49M | 0.63% | 23 |
|