Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-564
| Closed | -$44.2K | – | 2405 |
|
|
2023
Q4 | $44.2K | Sell |
564
-1,149
| -67% | -$90K | ﹤0.01% | 1245 |
|
|
2023
Q3 | $123K | Buy |
1,713
+786
| +85% | +$56.3K | ﹤0.01% | 880 |
|
|
2023
Q2 | $72.8K | Buy |
927
+39
| +4% | +$3.06K | ﹤0.01% | 1069 |
|
|
2023
Q1 | $70.8K | Buy |
888
+261
| +42% | +$20.8K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $47K | Buy |
627
+569
| +981% | +$42.7K | ﹤0.01% | 1013 |
|
|
2022
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 1825 |
|
|
2022
Q2 | $5K | Sell |
58
-58
| -50% | -$5K | ﹤0.01% | 2151 |
|
|
2022
Q1 | $11K | Sell |
116
-57
| -33% | -$5.41K | ﹤0.01% | 2012 |
|
|
2021
Q4 | $18K | Buy |
173
+126
| +268% | +$13.1K | ﹤0.01% | 2166 |
|
|
2021
Q3 | $5K | Hold |
47
| – | – | ﹤0.01% | 2302 |
|
|
2021
Q2 | $5K | Hold |
47
| – | – | ﹤0.01% | 2329 |
|
|
2021
Q1 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 2654 |
|