WP
WealthShield Partners’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
26,487
-664
| -2% | -$50.4K | 0.24% | 117 |
|
|
2025
Q1 | $2.06M | Buy |
27,151
+138
| +0.5% | +$10.5K | 0.26% | 102 |
|
|
2024
Q4 | $2.02M | Sell |
27,013
-57,816
| -68% | -$4.32M | 0.29% | 99 |
|
|
2024
Q3 | $6.89M | Buy |
84,829
+3,175
| +4% | +$258K | 0.93% | 27 |
|
|
2024
Q2 | $6.19M | Sell |
81,654
-11,899
| -13% | -$903K | 0.94% | 26 |
|
|
2024
Q1 | $7.32M | Buy |
93,553
+16,051
| +21% | +$1.26M | 1.18% | 20 |
|
|
2023
Q4 | $6.21M | Sell |
77,502
-9,225
| -11% | -$739K | 1.02% | 19 |
|
|
2023
Q3 | $6.21M | Sell |
86,727
-19,467
| -18% | -$1.39M | 0.94% | 23 |
|
|
2023
Q2 | $8.34M | Buy |
106,194
+6,150
| +6% | +$483K | 1.26% | 17 |
|
|
2023
Q1 | $7.98M | Buy |
+100,044
| New | +$7.98M | 1.29% | 17 |
|
|
2022
Q4 | – | Sell |
-77,133
| Closed | -$5.65M | – | 313 |
|
|
2022
Q3 | $5.65M | Sell |
77,133
-19,954
| -21% | -$1.46M | 1.12% | 19 |
|
|
2022
Q2 | $7.88M | Buy |
+97,087
| New | +$7.88M | 1.56% | 11 |
|
|
2020
Q4 | – | Sell |
-576
| Closed | -$62K | – | 417 |
|
|
2020
Q3 | $62K | Hold |
576
| – | – | 0.02% | 292 |
|
|
2020
Q2 | $61K | Hold |
576
| – | – | 0.03% | 240 |
|
|
2020
Q1 | $56K | Sell |
576
-38
| -6% | -$3.69K | 0.03% | 188 |
|
|
2019
Q4 | $62K | Buy |
614
+38
| +7% | +$3.84K | 0.03% | 209 |
|
|
2019
Q3 | $58K | Sell |
576
-92
| -14% | -$9.26K | 0.03% | 196 |
|
|
2019
Q2 | $65K | Hold |
668
| – | – | 0.04% | 172 |
|
|
2019
Q1 | $61K | Sell |
668
-18
| -3% | -$1.64K | 0.03% | 187 |
|
|
2018
Q4 | $58K | Hold |
686
| – | – | 0.04% | 158 |
|
|
2018
Q3 | $60K | Hold |
686
| – | – | 0.03% | 162 |
|
|
2018
Q2 | $60K | Hold |
686
| – | – | 0.04% | 153 |
|
|
2018
Q1 | $63K | Hold |
686
| – | – | 0.04% | 144 |
|
|
2017
Q4 | $65K | Buy |
+686
| New | +$65K | 0.04% | 149 |
|