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

Avitas 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 Q4	–	Sell	-92,398	Closed	-$6.62M	–	209
2023 Q3	$6.62M	Buy	92,398 +642	+0.7%	+$48.4K	1.26%	16
2023 Q2	$7.2M	Buy	91,756 +1,385	+2%	+$108K	1.3%	14
2023 Q1	$7.2M	Buy	90,371 +3,508	+4%	+$277K	1.41%	13
2022 Q4	$6.58M	Buy	+86,863	New	+$6.53M	1.39%	14

Other funds holding VCLT

JHU

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

DILIC

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Avitas Wealth Management's VCLT Position: Q4 2023 in Review

Avitas Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2023, closing a stake of 92,398 shares — an estimated $6.62M sold.

Avitas Wealth Management first reported a position in VCLT in Q4 2022 and held it in 4 quarters. The position peaked at $7.2M in Q1 2023. 281 funds tracked by Wall St. Rank hold VCLT as of Q4 2023.

Avitas Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Avitas Wealth Management sold 92,398 Vanguard Long-Term Corporate Bond ETF shares in Q4 2023, an estimated $6.62M.
Avitas Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Avitas Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $7.2M in Q1 2023.
281 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2023.

Based on Avitas Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.