SVWAG
Sound View Wealth Advisors Group’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 | $394K | Hold |
5,195
| – | – | 0.03% | 303 |
|
2025
Q1 | $394K | Hold |
5,195
| – | – | 0.03% | 287 |
|
2024
Q4 | $388K | Hold |
5,195
| – | – | 0.03% | 298 |
|
2024
Q3 | $422K | Hold |
5,195
| – | – | 0.03% | 281 |
|
2024
Q2 | $394K | Hold |
5,195
| – | – | 0.04% | 262 |
|
2024
Q1 | $406K | Hold |
5,195
| – | – | 0.04% | 260 |
|
2023
Q4 | $416K | Hold |
5,195
| – | – | 0.05% | 259 |
|
2023
Q3 | $372K | Hold |
5,195
| – | – | 0.05% | 260 |
|
2023
Q2 | $408K | Hold |
5,195
| – | – | 0.05% | 247 |
|
2023
Q1 | $414K | Hold |
5,195
| – | – | 0.06% | 241 |
|
2022
Q4 | $416K | Buy |
+5,195
| New | +$416K | 0.05% | 259 |
|