KWM
Keebeck Wealth Management’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 |
-15,965
| Closed | -$1.19M | – | 296 |
|
|
2024
Q4 | $1.19M | Hold |
15,965
| – | – | 0.17% | 121 |
|
|
2024
Q3 | $1.3M | Hold |
15,965
| – | – | 0.19% | 115 |
|
|
2024
Q2 | $1.21M | Hold |
15,965
| – | – | 0.18% | 123 |
|
|
2024
Q1 | $1.25M | Hold |
15,965
| – | – | 0.18% | 128 |
|
|
2023
Q4 | $1.28M | Buy |
15,965
+1,465
| +10% | +$117K | 0.21% | 115 |
|
|
2023
Q3 | $1.04M | Hold |
14,500
| – | – | 0.18% | 122 |
|
|
2023
Q2 | $1.14M | Hold |
14,500
| – | – | 0.16% | 121 |
|
|
2023
Q1 | $1.16M | Hold |
14,500
| – | – | 0.19% | 108 |
|
|
2022
Q4 | $1.1M | Hold |
14,500
| – | – | 0.19% | 109 |
|
|
2022
Q3 | $1.06M | Buy |
14,500
+300
| +2% | +$22K | 0.2% | 106 |
|
|
2022
Q2 | $1.15M | Buy |
+14,200
| New | +$1.15M | 0.22% | 102 |
|