NewSquare Capital’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.81M	Buy	64,323 +3,328	+5%	+$253K	0.42%	83
2025 Q4	$4.63M	Sell	60,995 -5,373	-8%	-$415K	0.41%	75
2025 Q3	$5.15M	Buy	66,368 +6,771	+11%	+$515K	0.35%	89
2025 Q2	$4.52M	Buy	59,597 +1,690	+3%	+$125K	0.34%	87
2025 Q1	$4.4M	Sell	57,907 -909	-2%	-$68.6K	0.36%	89
2024 Q4	$4.4M	Buy	+58,816	New	+$4.57M	0.35%	91
2021 Q1	–	Sell	-22,670	Closed	-$2.52M	–	375
2020 Q4	$2.52M	Buy	+22,670	New	+$2.47M	0.35%	78
2019 Q4	–	Hold	0	–	–	–	377
2019 Q3	–	Hold	0	–	–	–	363
2019 Q2	–	Hold	0	–	–	–	377
2019 Q1	–	Hold	0	–	–	–	360
2018 Q4	–	Sell	-15,075	Closed	-$1.28M	–	366
2018 Q3	$1.33M	Buy	15,075 +900	+6%	+$79.6K	0.25%	75
2018 Q2	$1.25M	Buy	14,175 +1,985	+16%	+$176K	0.25%	73
2018 Q1	$1.11M	Buy	12,190 +1,532	+14%	+$141K	0.24%	73
2017 Q4	$1.02M	Sell	10,658 -162	-1%	-$15.3K	0.23%	73
2017 Q3	$1.02M	Buy	+10,820	New	+$1.01M	0.24%	65
2015 Q2	–	Sell	-115	Closed	-$11K	–	364
2015 Q1	$11K	Buy	+115	New	+$10.8K	﹤0.01%	221