SWM
Sagace 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 | $3.26M | Buy |
42,973
+795
| +2% | +$60.3K | 2.44% | 16 |
|
|
2025
Q1 | $3.2M | Sell |
42,178
-417
| -1% | -$31.7K | 2.42% | 16 |
|
|
2024
Q4 | $3.19M | Sell |
42,595
-102,809
| -71% | -$7.69M | 2.38% | 16 |
|
|
2024
Q3 | $11.5M | Buy |
145,404
+20,409
| +16% | +$1.61M | 8.87% | 2 |
|
|
2024
Q2 | $9.61M | Buy |
+124,995
| New | +$9.61M | 9.4% | 2 |
|