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UP Strategic Wealth Investment Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio VCRB Stock Details VCRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.28M Buy
80,885
+5,611
+7% +$435K 4.89% 5
2025
Q1 		$5.83M Buy
75,274
+23,451
+45% +$1.82M 5.18% 4
2024
Q4 		$3.93M Sell
51,823
-653
-1% -$49.5K 3.93% 8
2024
Q3 		$4.16M Buy
+52,476
New +$4.16M 4.65% 7