Stratos Wealth 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
Q1 | – | Sell |
-3,453
| Closed | -$258K | – | 755 |
|
2024
Q4 | $258K | Buy |
+3,453
| New | +$258K | 0.01% | 609 |
|
2023
Q1 | – | Sell |
-10,550
| Closed | -$799K | – | 638 |
|
2022
Q4 | $799K | Buy |
10,550
+790
| +8% | +$59.8K | 0.07% | 319 |
|
2022
Q3 | $715K | Buy |
9,760
+1,642
| +20% | +$120K | 0.08% | 296 |
|
2022
Q2 | $659K | Buy |
8,118
+3,368
| +71% | +$273K | 0.06% | 323 |
|
2022
Q1 | $445K | Buy |
+4,750
| New | +$445K | 0.04% | 391 |
|