WFA
Websterrogers Financial Advisors’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 | $6.65M | Buy |
87,630
+1,223
| +1% | +$92.8K | 2.11% | 18 |
|
|
2025
Q1 | $6.56M | Buy |
86,407
+4,936
| +6% | +$375K | 2.24% | 17 |
|
|
2024
Q4 | $6.09M | Buy |
81,471
+2,017
| +3% | +$151K | 2.12% | 19 |
|
|
2024
Q3 | $6.45M | Sell |
79,454
-1,930
| -2% | -$157K | 2.26% | 16 |
|
|
2024
Q2 | $6.17M | Buy |
81,384
+14,336
| +21% | +$1.09M | 2.2% | 18 |
|
|
2024
Q1 | $5.25M | Buy |
+67,048
| New | +$5.25M | 1.87% | 20 |
|