Insight Wealth Strategies, LLC Vanguard Lg Trm Corp Bd ETF Transaction History

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Lg Trm Corp Bd ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 377,142 shares of VCLT stock, worth $28.5 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares

377,142

Previous 317,834 18.66%

Holding current value

$28.5 Million

Previous $23.8 Million 19.98%

% of portfolio

3.93%

Previous 3.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	BUY	$73.11 - $77.43 $4.34 Million - $4.59 Million	59,308 Added 18.66%	377,142 $28.5 Million
Q4 2024 Jan 06, 2025	BUY	$74.68 - $81.45 $678,766 - $740,299	9,089 Added 2.94%	317,834 $23.8 Million
Q3 2024 Oct 07, 2024	BUY	$74.85 - $82.2 $7.11 Million - $7.81 Million	95,020 Added 44.46%	308,745 $25.1 Million
Q2 2024 Jul 08, 2024	BUY	$73.79 - $77.66 $389,463 - $409,889	5,278 Added 2.53%	213,725 $16.2 Million
Q1 2024 Apr 05, 2024	BUY	$76.25 - $80.1 $12.7 Million - $13.3 Million	166,491 Added 396.82%	208,447 $16.3 Million
Q4 2023 Jan 12, 2024	BUY	$67.66 - $81.06 $24,492 - $29,343	362 Added 0.87%	41,956 $3.36 Million
Q3 2023 Oct 13, 2023	SELL	$71.62 - $78.79 $257,903 - $283,722	-3,601 Reduced 7.97%	41,594 $2.98 Million
Q2 2023 Jul 14, 2023	BUY	$75.81 - $80.59 $11,826 - $12,572	156 Added 0.35%	45,195 $3.55 Million
Q1 2023 Apr 06, 2023	BUY	$75.56 - $82.45 $63,319 - $69,093	838 Added 1.9%	45,039 $3.59 Million
Q4 2022 Jan 06, 2023	BUY	$69.36 - $81.2 $45,153 - $52,861	651 Added 1.49%	44,201 $0
Q2 2022 Jul 01, 2022	BUY	$78.88 - $94.44 $89,213 - $106,811	1,131 Added 2.67%	43,550 $3.53 Million
Q1 2022 Apr 12, 2022	SELL	$90.35 - $104.23 $16,353 - $18,865	-181 Reduced 0.42%	42,419 $3.97 Million
Q4 2021 Jan 31, 2022	BUY	$103.94 - $108.97 $9,458 - $9,916	91 Added 0.21%	42,600 $4.51 Million
Q3 2021 Oct 28, 2021	BUY	$105.58 - $109.79 $4.49 Million - $4.67 Million	42,509 New	42,509 $4.49 Million

Others Institutions Holding VCLT

# of Institutions

370

Shares Held

142M

Call Options Held

69.4K

Put Options Held

54.2K

View Full List

About VANGUARD LG-TRM CORP BD ETF

Ticker VCLT
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Industry ETFs

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Insight Wealth Strategies, LLC Vanguard Lg Trm Corp Bd ETF Transaction History