Advantage Investment Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Advantage Investment Management’s Portfolio VCLT Stock Details VCLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3	Closed	–	–	1082
2018 Q2	$0	Buy	+3	New	+$266	﹤0.01%	1038
2015 Q2	–	Sell	-8,698	Closed	-$818K	–	917
2015 Q1	$818K	Buy	8,698 +4,213	+94%	+$397K	0.46%	54
2014 Q4	$415K	Buy	+4,485	New	+$409K	0.31%	69

Other funds holding VCLT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Advantage Investment Management's VCLT Position: Q3 2018 in Review

Advantage Investment Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2018, closing a stake of 3 shares.

Advantage Investment Management first reported a position in VCLT in Q4 2014 and held it in 3 quarters. The position peaked at $818K in Q1 2015. 128 funds tracked by Wall St. Rank hold VCLT as of Q3 2018.

Advantage Investment Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Advantage Investment Management sold 3 Vanguard Long-Term Corporate Bond ETF shares in Q3 2018.
Advantage Investment Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
Advantage Investment Management's Vanguard Long-Term Corporate Bond ETF position peaked at $818K in Q1 2015.
128 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.