LWM
Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.32M | Buy |
78,897
+2,275
| +3% | +$182K | 2.46% | 10 |
|
|
2023
Q3 | $5.49M | Buy |
76,622
+1,927
| +3% | +$138K | 2.46% | 11 |
|
|
2023
Q2 | $5.86M | Buy |
74,695
+1,960
| +3% | +$154K | 2.8% | 10 |
|
|
2023
Q1 | $5.8M | Buy |
72,735
+1,479
| +2% | +$118K | 2.75% | 11 |
|
|
2022
Q4 | $5.4M | Buy |
71,256
+6,254
| +10% | +$474K | 2.46% | 13 |
|
|
2022
Q3 | $4.76M | Buy |
65,002
+96
| +0.1% | +$7.03K | 2.92% | 10 |
|
|
2022
Q2 | $5.27M | Buy |
+64,906
| New | +$5.27M | 3.24% | 10 |
|