MWM
Marion 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
Q2 | $5.71M | Buy |
75,286
+802
| +1% | +$60.9K | 1.43% | 21 |
|
|
2025
Q1 | $5.65M | Buy |
74,484
+4,942
| +7% | +$375K | 1.51% | 21 |
|
|
2024
Q4 | $5.2M | Buy |
69,542
+2,616
| +4% | +$196K | 1.38% | 20 |
|
|
2024
Q3 | $5.44M | Buy |
66,926
+2,888
| +5% | +$235K | 1.45% | 19 |
|
|
2024
Q2 | $4.86M | Buy |
64,038
+1,483
| +2% | +$113K | 1.43% | 19 |
|
|
2024
Q1 | $4.89M | Buy |
62,555
+977
| +2% | +$76.4K | 1.46% | 19 |
|
|
2023
Q4 | $4.94M | Buy |
+61,578
| New | +$4.94M | 1.58% | 18 |
|