Kingswood Wealth Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.04M	Buy	26,927 +238	+0.9%	+$18.1K	0.16%	137
2025 Q1	$2.03M	Buy	26,689 +2,549	+11%	+$193K	0.19%	133
2024 Q4	$1.81M	Buy	24,140 +5,296	+28%	+$396K	0.14%	165
2024 Q3	$1.53M	Buy	18,844 +13,291	+239%	+$1.08M	0.11%	213
2024 Q2	$421K	Buy	+5,553	New	+$421K	0.04%	429