AJ Wealth Strategies’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

AJ Wealth Strategies’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
2020 Q1	–	Sell	-6,442	Closed	-$653K	–	197
2019 Q4	$653K	Hold	6,442	–	–	0.08%	69
2019 Q3	$652K	Hold	6,442	–	–	0.09%	65
2019 Q2	$624K	Hold	6,442	–	–	0.09%	62
2019 Q1	$590K	Hold	6,442	–	–	0.1%	63
2018 Q4	$549K	Hold	6,442	–	–	0.11%	59
2018 Q3	$567K	Hold	6,442	–	–	0.1%	63
2018 Q2	$564K	Buy	6,442 +1,554	+32%	+$138K	0.12%	62
2018 Q1	$447K	Buy	+4,888	New	+$450K	0.11%	62

Other funds holding VCLT

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AJ Wealth Strategies's VCLT Position: Q1 2020 in Review

AJ Wealth Strategies sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2020, closing a stake of 6,442 shares — an estimated $653K sold.

AJ Wealth Strategies first reported a position in VCLT in Q1 2018 and held it in 8 quarters. The position peaked at $653K in Q4 2019. 166 funds tracked by Wall St. Rank hold VCLT as of Q1 2020.

AJ Wealth Strategies reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
AJ Wealth Strategies sold 6,442 Vanguard Long-Term Corporate Bond ETF shares in Q1 2020, an estimated $653K.
AJ Wealth Strategies first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2018 and held it in 8 quarters.
AJ Wealth Strategies's Vanguard Long-Term Corporate Bond ETF position peaked at $653K in Q4 2019.
166 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2020.

Based on AJ Wealth Strategies's 13F filing for Q1 2020, filed 15 May 2020.