Institute for Wealth Management’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	$351K	Sell	4,702 -107	-2%	-$8.13K	0.04%	387
2025 Q4	$365K	Sell	4,809 -237	-5%	-$18.3K	0.04%	390
2025 Q3	$392K	Buy	5,046 +1,374	+37%	+$104K	0.04%	385
2025 Q2	$279K	Buy	3,672 +1	+0%	+$74	0.03%	449
2025 Q1	$279K	Sell	3,671 -187	-5%	-$14.1K	0.04%	431
2024 Q4	$289K	Sell	3,858 -223	-5%	-$17.3K	0.04%	407
2024 Q3	$331K	Buy	4,081 +100	+3%	+$7.91K	0.04%	393
2024 Q2	$302K	Sell	3,981 -123	-3%	-$9.33K	0.04%	384
2024 Q1	$321K	Sell	4,104 -853	-17%	-$66.5K	0.04%	376
2023 Q4	$397K	Sell	4,957 -59	-1%	-$4.34K	0.06%	315
2023 Q3	$359K	Buy	5,016 +86	+2%	+$6.48K	0.07%	312
2023 Q2	$387K	Sell	4,930 -327	-6%	-$25.5K	0.07%	310
2023 Q1	$419K	Sell	5,257 -19	-0.4%	-$1.5K	0.08%	289
2022 Q4	$399K	Sell	5,276 -343	-6%	-$25.8K	0.09%	300
2022 Q3	$412K	Sell	5,619 -108	-2%	-$8.76K	0.09%	277
2022 Q2	$464K	Sell	5,727 -123	-2%	-$10.4K	0.09%	285
2022 Q1	$548K	Buy	5,850 +29	+0.5%	+$2.82K	0.09%	276
2021 Q4	$616K	Sell	5,821 -224	-4%	-$23.8K	0.1%	240
2021 Q3	$638K	Sell	6,045 -183	-3%	-$19.8K	0.11%	225
2021 Q2	$666K	Sell	6,228 -144	-2%	-$14.9K	0.12%	210
2021 Q1	$645K	Sell	6,372 -719	-10%	-$75.3K	0.12%	210
2020 Q4	$788K	Sell	7,091 -712	-9%	-$77.4K	0.16%	169
2020 Q3	$834K	Buy	7,803 +350	+5%	+$38.2K	0.19%	138
2020 Q2	$792K	Buy	7,453 +2,216	+42%	+$227K	0.19%	139
2020 Q1	$509K	Buy	+5,237	New	+$531K	0.16%	179
2018 Q1	–	Sell	-5,684	Closed	-$544K	–	394
2017 Q4	$544K	Buy	5,684 +2,343	+70%	+$222K	0.13%	214
2017 Q3	$315K	Buy	+3,341	New	+$313K	0.1%	223