Signature Estate & Investment Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$703K Buy
9,262
+1,366
+17% +$104K 0.02% 294
2025
Q1
$599K Buy
7,896
+2,231
+39% +$169K 0.02% 304
2024
Q4
$424K Buy
5,665
+646
+13% +$48.3K 0.01% 359
2024
Q3
$408K Sell
5,019
-87
-2% -$7.07K 0.01% 352
2024
Q2
$387K Buy
+5,106
New +$387K 0.01% 339
2020
Q4
Sell
-10,622
Closed -$1.14M 161
2020
Q3
$1.14M Sell
10,622
-1,598
-13% -$171K 0.07% 86
2020
Q2
$1.3M Sell
12,220
-2,130
-15% -$226K 0.09% 72
2020
Q1
$1.39M Sell
14,350
-667
-4% -$64.8K 0.11% 68
2019
Q4
$1.52M Buy
15,017
+734
+5% +$74.4K 0.09% 79
2019
Q3
$1.44M Sell
14,283
-525
-4% -$53.1K 0.1% 78
2019
Q2
$1.43M Sell
14,808
-14,964
-50% -$1.45M 0.09% 79
2019
Q1
$2.73M Buy
29,772
+15,348
+106% +$1.41M 0.18% 67
2018
Q4
$1.23M Buy
+14,424
New +$1.23M 0.11% 79
2018
Q3
Sell
-14,332
Closed -$1.26M 174
2018
Q2
$1.26M Buy
14,332
+403
+3% +$35.3K 0.12% 76
2018
Q1
$1.27M Sell
13,929
-186
-1% -$17K 0.13% 74
2017
Q4
$1.35M Buy
14,115
+373
+3% +$35.7K 0.14% 77
2017
Q3
$1.29M Buy
13,742
+731
+6% +$68.8K 0.14% 71
2017
Q2
$1.21M Buy
13,011
+636
+5% +$59.3K 0.14% 69
2017
Q1
$1.11M Buy
12,375
+1,228
+11% +$110K 0.14% 70
2016
Q4
$996K Sell
11,147
-330
-3% -$29.5K 0.14% 72
2016
Q3
$1.1M Buy
11,477
+410
+4% +$39.2K 0.16% 63
2016
Q2
$1.05M Buy
11,067
+629
+6% +$59.5K 0.17% 63
2016
Q1
$934K Buy
10,438
+840
+9% +$75.2K 0.15% 70
2015
Q4
$808K Buy
9,598
+314
+3% +$26.4K 0.14% 78
2015
Q3
$799K Buy
9,284
+740
+9% +$63.7K 0.17% 64
2015
Q2
$729K Buy
8,544
+1,829
+27% +$156K 0.16% 62
2015
Q1
$632K Buy
6,715
+238
+4% +$22.4K 0.17% 60
2014
Q4
$599K Sell
6,477
-103
-2% -$9.53K 0.2% 56
2014
Q3
$589K Buy
6,580
+792
+14% +$70.9K 0.21% 51
2014
Q2
$522K Buy
5,788
+1,137
+24% +$103K 0.18% 53
2014
Q1
$406K Buy
4,651
+1,881
+68% +$164K 0.16% 53
2013
Q4
$230K Buy
+2,770
New +$230K 0.11% 53