RWA
Rooted Wealth Advisors’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 | – | Sell |
-2,826
| Closed | -$208K | – | 96 |
|
|
2024
Q4 | $208K | Sell |
2,826
-924
| -25% | -$68K | 0.08% | 93 |
|
|
2024
Q3 | $297K | Sell |
3,750
-394
| -10% | -$31.2K | 0.13% | 74 |
|
|
2024
Q2 | $321K | Buy |
4,144
+231
| +6% | +$17.9K | 0.14% | 69 |
|
|
2024
Q1 | $300K | Buy |
3,913
+367
| +10% | +$28.1K | 0.15% | 65 |
|
|
2023
Q4 | $279K | Buy |
+3,546
| New | +$279K | 0.15% | 64 |
|