RWM
Refined 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 | $4.98M | Buy |
65,669
+25
| +0% | +$1.9K | 3.43% | 12 |
|
|
2025
Q1 | $4.98M | Sell |
65,644
-36,122
| -35% | -$2.74M | 4.08% | 10 |
|
|
2024
Q4 | $7.61M | Sell |
101,766
-501
| -0.5% | -$37.5K | 5.79% | 6 |
|
|
2024
Q3 | $8.31M | Buy |
102,267
+445
| +0.4% | +$36.1K | 6.41% | 7 |
|
|
2024
Q2 | $7.72M | Buy |
101,822
+590
| +0.6% | +$44.8K | 5.96% | 8 |
|
|
2024
Q1 | $7.92M | Buy |
101,232
+5,215
| +5% | +$408K | 5.58% | 7 |
|
|
2023
Q4 | $7.7M | Buy |
96,017
+3,211
| +3% | +$257K | 6% | 8 |
|
|
2023
Q3 | $6.65M | Sell |
92,806
-104
| -0.1% | -$7.45K | 5.97% | 6 |
|
|
2023
Q2 | $7.29M | Buy |
92,910
+1,573
| +2% | +$123K | 6.01% | 7 |
|
|
2023
Q1 | $7.28M | Buy |
+91,337
| New | +$7.28M | 6.43% | 7 |
|