SSWM
Sheets Smith 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 | $630K | Buy |
8,297
+602
| +8% | +$45.7K | 0.07% | 243 |
|
|
2025
Q1 | $584K | Hold |
7,695
| – | – | 0.07% | 231 |
|
|
2024
Q4 | $575K | Buy |
7,695
+56
| +0.7% | +$4.19K | 0.07% | 240 |
|
|
2024
Q3 | $621K | Hold |
7,639
| – | – | 0.08% | 217 |
|
|
2024
Q2 | $579K | Buy |
7,639
+2,740
| +56% | +$208K | 0.07% | 219 |
|
|
2024
Q1 | $383K | Buy |
4,899
+280
| +6% | +$21.9K | 0.04% | 295 |
|
|
2023
Q4 | $370K | Sell |
4,619
-74
| -2% | -$5.93K | 0.05% | 263 |
|
|
2023
Q3 | $336K | Buy |
4,693
+989
| +27% | +$70.8K | 0.05% | 260 |
|
|
2023
Q2 | $291K | Hold |
3,704
| – | – | 0.04% | 280 |
|
|
2023
Q1 | $295K | Hold |
3,704
| – | – | 0.05% | 269 |
|
|
2022
Q4 | $280K | Buy |
+3,704
| New | +$280K | 0.04% | 263 |
|