RWM
Revisor 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 | $8.98M | Buy |
119,517
+21,216
| +22% | +$1.59M | 3.24% | 6 |
|
|
2025
Q1 | $7.46M | Buy |
98,301
+47,024
| +92% | +$3.57M | 3.32% | 5 |
|
|
2024
Q4 | $3.83M | Sell |
51,277
-5,990
| -10% | -$448K | 3.53% | 6 |
|
|
2024
Q3 | $4.65M | Buy |
57,267
+53,792
| +1,548% | +$4.37M | 2.91% | 6 |
|
|
2024
Q2 | $264K | Buy |
3,475
+625
| +22% | +$47.4K | 0.18% | 133 |
|
|
2024
Q1 | $226K | Buy |
+2,850
| New | +$226K | 0.1% | 171 |
|
|
2023
Q4 | – | Sell |
-2,871
| Closed | -$206K | – | 170 |
|
|
2023
Q3 | $206K | Buy |
+2,871
| New | +$206K | 0.17% | 147 |
|