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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

AIMU

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

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atticus Wealth Management's VCLT Position: Q3 2023 in Review

Atticus Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2023, closing a stake of 9 shares — an estimated $707 sold.

Atticus Wealth Management first reported a position in VCLT in Q4 2020 and held it in 11 quarters. The position peaked at $46K in Q3 2021. 240 funds tracked by Wall St. Rank hold VCLT as of Q3 2023.

Atticus Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Atticus Wealth Management sold 9 Vanguard Long-Term Corporate Bond ETF shares in Q3 2023, an estimated $707.
Atticus Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Atticus Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $46K in Q3 2021.
240 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2023.

Based on Atticus Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.