Steward Partners Investment Advisory’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 | $350K | Sell |
4,608
-706
| -13% | -$53.6K | ﹤0.01% | 1478 |
|
|
2025
Q1 | $403K | Sell |
5,314
-1,096
| -17% | -$83.2K | ﹤0.01% | 1308 |
|
|
2024
Q4 | $479K | Sell |
6,410
-67
| -1% | -$5.01K | ﹤0.01% | 1188 |
|
|
2024
Q3 | $526K | Buy |
6,477
+414
| +7% | +$33.6K | ﹤0.01% | 1087 |
|
|
2024
Q2 | $460K | Sell |
6,063
-1,027
| -14% | -$77.9K | ﹤0.01% | 1093 |
|
|
2024
Q1 | $555K | Buy |
7,090
+537
| +8% | +$42K | 0.01% | 1015 |
|
|
2023
Q4 | $525K | Buy |
6,553
+2,397
| +58% | +$192K | 0.01% | 975 |
|
|
2023
Q3 | $298K | Sell |
4,156
-323
| -7% | -$23.1K | ﹤0.01% | 1121 |
|
|
2023
Q2 | $352K | Sell |
4,479
-82
| -2% | -$6.44K | 0.01% | 1063 |
|
|
2023
Q1 | $364K | Buy |
4,561
+310
| +7% | +$24.7K | 0.01% | 1042 |
|
|
2022
Q4 | $322K | Buy |
4,251
+256
| +6% | +$19.4K | 0.01% | 1058 |
|
|
2022
Q3 | $293K | Buy |
3,995
+608
| +18% | +$44.6K | 0.01% | 1043 |
|
|
2022
Q2 | $275K | Buy |
3,387
+317
| +10% | +$25.7K | 0.01% | 1074 |
|
|
2022
Q1 | $288K | Buy |
3,070
+314
| +11% | +$29.5K | ﹤0.01% | 1156 |
|
|
2021
Q4 | $292K | Sell |
2,756
-227
| -8% | -$24.1K | ﹤0.01% | 1151 |
|
|
2021
Q3 | $315K | Sell |
2,983
-26
| -0.9% | -$2.75K | 0.01% | 1087 |
|
|
2021
Q2 | $322K | Buy |
3,009
+678
| +29% | +$72.6K | 0.01% | 1149 |
|
|
2021
Q1 | $236K | Sell |
2,331
-145
| -6% | -$14.7K | ﹤0.01% | 1222 |
|
|
2020
Q4 | $275K | Buy |
2,476
+240
| +11% | +$26.7K | 0.01% | 948 |
|
|
2020
Q3 | $239K | Sell |
2,236
-208
| -9% | -$22.2K | 0.01% | 884 |
|
|
2020
Q2 | $260K | Sell |
2,444
-229
| -9% | -$24.4K | 0.01% | 799 |
|
|
2020
Q1 | $259K | Sell |
2,673
-1,734
| -39% | -$168K | 0.01% | 723 |
|
|
2019
Q4 | $446K | Buy |
4,407
+87
| +2% | +$8.81K | 0.01% | 652 |
|
|
2019
Q3 | $437K | Sell |
4,320
-42
| -1% | -$4.25K | 0.01% | 620 |
|
|
2019
Q2 | $422K | Buy |
4,362
+352
| +9% | +$34.1K | 0.02% | 599 |
|
|
2019
Q1 | $367K | Sell |
4,010
-2,815
| -41% | -$258K | 0.02% | 588 |
|
|
2018
Q4 | $581K | Buy |
6,825
+2,679
| +65% | +$228K | 0.03% | 452 |
|
|
2018
Q3 | $365K | Buy |
4,146
+39
| +0.9% | +$3.43K | 0.02% | 578 |
|
|
2018
Q2 | $360K | Buy |
4,107
+756
| +23% | +$66.3K | 0.02% | 534 |
|
|
2018
Q1 | $306K | Buy |
3,351
+797
| +31% | +$72.8K | 0.02% | 530 |
|
|
2017
Q4 | $244K | Sell |
2,554
-591
| -19% | -$56.5K | 0.02% | 482 |
|
|
2017
Q3 | $296K | Sell |
3,145
-3
| -0.1% | -$282 | 0.03% | 378 |
|
|
2017
Q2 | $293K | Sell |
3,148
-451
| -13% | -$42K | 0.03% | 348 |
|
|
2017
Q1 | $323K | Sell |
3,599
-319
| -8% | -$28.6K | 0.05% | 262 |
|
|
2016
Q4 | $350K | Buy |
+3,918
| New | +$350K | 0.16% | 132 |
|