Ameliora Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Ameliora Wealth 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
2024 Q1	–	Sell	-296	Closed	-$23.7K	–	205
2023 Q4	$23.7K	Hold	296	–	–	0.01%	143
2023 Q3	$21.2K	Sell	296 -20,666	-99%	-$1.56M	0.01%	163
2023 Q2	$1.65M	Sell	20,962 -4,929	-19%	-$385K	1.02%	36
2023 Q1	$2.06M	Sell	25,891 -10,790	-29%	-$851K	1.2%	29
2022 Q4	$2.78M	Buy	36,681 +694	+2%	+$52.2K	1.49%	24
2022 Q3	$2.58M	Buy	+35,987	New	+$2.92M	1.4%	24

Other funds holding VCLT

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

AIMU

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameliora Wealth Management's VCLT Position: Q1 2024 in Review

Ameliora Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2024, closing a stake of 296 shares — an estimated $23.7K sold.

Ameliora Wealth Management first reported a position in VCLT in Q3 2022 and held it in 6 quarters. The position peaked at $2.78M in Q4 2022. 303 funds tracked by Wall St. Rank hold VCLT as of Q1 2024.

Ameliora Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Ameliora Wealth Management sold 296 Vanguard Long-Term Corporate Bond ETF shares in Q1 2024, an estimated $23.7K.
Ameliora Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Ameliora Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $2.78M in Q4 2022.
303 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2024.

Based on Ameliora Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.