Orion Portfolio Solutions’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
Q1 | $483K | Buy |
6,369
+88
| +1% | +$6.68K | ﹤0.01% | 1444 |
|
|
2024
Q4 | $470K | Buy |
+6,281
| New | +$470K | ﹤0.01% | 1369 |
|
|
2023
Q4 | – | Sell |
-3,122
| Closed | -$224K | – | 1756 |
|
|
2023
Q3 | $224K | Sell |
3,122
-64
| -2% | -$4.58K | ﹤0.01% | 1508 |
|
|
2023
Q2 | $250K | Sell |
3,186
-78
| -2% | -$6.12K | ﹤0.01% | 1476 |
|
|
2023
Q1 | $260K | Buy |
3,264
+279
| +9% | +$22.2K | ﹤0.01% | 1398 |
|
|
2022
Q4 | $226K | Sell |
2,985
-125
| -4% | -$9.47K | 0.01% | 738 |
|
|
2022
Q3 | $228K | Buy |
3,110
+164
| +6% | +$12K | 0.01% | 664 |
|
|
2022
Q2 | $239K | Buy |
2,946
+769
| +35% | +$62.4K | 0.01% | 612 |
|
|
2022
Q1 | $204K | Sell |
2,177
-364
| -14% | -$34.1K | 0.01% | 680 |
|
|
2021
Q4 | $269K | Buy |
+2,541
| New | +$269K | 0.01% | 602 |
|
|
2020
Q3 | – | Sell |
-184
| Closed | -$20K | – | 1978 |
|
|
2020
Q2 | $20K | Buy |
184
+15
| +9% | +$1.63K | ﹤0.01% | 963 |
|
|
2020
Q1 | $16K | Buy |
+169
| New | +$16K | ﹤0.01% | 918 |
|