MWM
Moran 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 | $2.95M | Buy |
38,863
+3,002
| +8% | +$228K | 0.09% | 252 |
|
|
2025
Q1 | $2.72M | Buy |
35,861
+925
| +3% | +$70.2K | 0.09% | 246 |
|
|
2024
Q4 | $2.61M | Sell |
34,936
-1,514
| -4% | -$113K | 0.08% | 235 |
|
|
2024
Q3 | $2.96M | Sell |
36,450
-841
| -2% | -$68.3K | 0.09% | 228 |
|
|
2024
Q2 | $2.83M | Buy |
37,291
+205
| +0.6% | +$15.6K | 0.09% | 227 |
|
|
2024
Q1 | $2.9M | Sell |
37,086
-46,892
| -56% | -$3.67M | 0.09% | 226 |
|
|
2023
Q4 | $6.73M | Sell |
83,978
-11,253
| -12% | -$902K | 0.24% | 135 |
|
|
2023
Q3 | $6.82M | Buy |
95,231
+6,967
| +8% | +$499K | 0.26% | 133 |
|
|
2023
Q2 | $6.93M | Buy |
88,264
+85,531
| +3,130% | +$6.71M | 0.26% | 135 |
|
|
2023
Q1 | $218K | Buy |
+2,733
| New | +$218K | 0.01% | 345 |
|