Summit Wealth Group’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 | $242K | Hold |
3,186
| – | – | 0.06% | 104 |
|
|
2025
Q1 | $242K | Hold |
3,186
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $238K | Buy |
+3,186
| New | +$238K | 0.07% | 89 |
|
|
2024
Q2 | – | Sell |
-2,749
| Closed | -$215K | – | 97 |
|
|
2024
Q1 | $215K | Buy |
2,749
+26
| +1% | +$2.03K | 0.15% | 43 |
|
|
2023
Q4 | $218K | Buy |
+2,723
| New | +$218K | 0.17% | 39 |
|
|
2023
Q2 | – | Sell |
-24,474
| Closed | – | – | 252 |
|
|
2023
Q1 | $0 | Buy |
+24,474
| New | – | ﹤0.01% | 258 |
|
|
2021
Q3 | – | Sell |
-614
| Closed | -$66K | – | 208 |
|
|
2021
Q2 | $66K | Hold |
614
| – | – | 0.1% | 44 |
|
|
2021
Q1 | $62K | Buy |
+614
| New | +$62K | 0.1% | 40 |
|