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

Atticus 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
2023 Q3	–	Sell	-9	Closed	-$707	–	613
2023 Q2	$707	Hold	9	–	–	﹤0.01%	545
2023 Q1	$718	Sell	9 -207	-96%	-$16.3K	﹤0.01%	505
2022 Q4	$16.4K	Sell	216 -111	-34%	-$8.35K	0.01%	349
2022 Q3	$27K	Hold	327	–	–	0.01%	295
2022 Q2	$27K	Sell	327 -60	-16%	-$5.06K	0.01%	321
2022 Q1	$36K	Hold	387	–	–	0.01%	276
2021 Q4	$41K	Sell	387 -46	-11%	-$4.89K	0.02%	247
2021 Q3	$46K	Buy	433 +115	+36%	+$12.4K	0.02%	245
2021 Q2	$34K	Hold	318	–	–	0.01%	259
2021 Q1	$32K	Hold	318	–	–	0.02%	243
2020 Q4	$35K	Buy	+318	New	+$34.6K	0.02%	234

Other funds holding VCLT

State of Tennessee, Department of Treasury

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

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

Bank of America

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

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

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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