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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$436K Sell
5,829
-344
-6% -$26.1K 0.15% 84
2025
Q4
$468K Sell
6,173
-58
-0.9% -$4.48K 0.17% 80
2025
Q3
$484K Buy
6,231
+7
+0.1% +$532 0.18% 76
2025
Q2
$472K Buy
6,224
+138
+2% +$10.2K 0.21% 60
2025
Q1
$462K Buy
6,086
+769
+14% +$58K 0.25% 59
2024
Q4
$398K Buy
5,317
+764
+17% +$59.4K 0.2% 69
2024
Q3
$370K Sell
4,553
-310
-6% -$24.5K 0.19% 77
2024
Q2
$369K Sell
4,863
-2,034
-29% -$154K 0.2% 87
2024
Q1
$540K Sell
6,897
-7,002
-50% -$546K 0.32% 58
2023
Q4
$1.11M Sell
13,899
-325
-2% -$23.9K 0.73% 23
2023
Q3
$1.02M Sell
14,224
-4,250
-23% -$320K 0.77% 26
2023
Q2
$1.45M Buy
18,474
+1,862
+11% +$145K 1.11% 16
2023
Q1
$1.32M Buy
16,612
+2,999
+22% +$237K 1.15% 18
2022
Q4
$1.03M Buy
13,613
+5,831
+75% +$438K 0.92% 22
2022
Q3
$570K Buy
7,782
+647
+9% +$52.5K 0.59% 38
2022
Q2
$579K Buy
7,135
+1,472
+26% +$124K 0.62% 28
2022
Q1
$530K Buy
+5,663
New +$551K 0.49% 34

Other funds holding VCLT

Avaii Wealth Management's VCLT Position: Q1 2026 in Review

Avaii Wealth Management reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 5.6% in Q1 2026, selling an estimated $26.1K and leaving 5,829 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #84.

Avaii Wealth Management first reported a position in VCLT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.45M in Q2 2023. 347 funds tracked by Wall St. Rank hold VCLT as of Q1 2026.

  • Avaii Wealth Management held 5,829 shares of Vanguard Long-Term Corporate Bond ETF worth $436K as of Q1 2026.
  • Avaii Wealth Management sold 344 Vanguard Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $26.1K.
  • Vanguard Long-Term Corporate Bond ETF made up 0.15% of Avaii Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Avaii Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Avaii Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $1.45M in Q2 2023.
  • 347 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.