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Bartlett & Co Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Bartlett & Co 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
2022
Q2 		– Sell
-140
Closed -$13.1K – 1323
2022
Q1 		$13.1K Buy
+140
New +$13.6K ﹤0.01% 791

Other funds holding VCLT

DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Bartlett & Co Wealth Management's VCLT Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2022, closing a stake of 140 shares — an estimated $13.1K sold.

Bartlett & Co Wealth Management first reported a position in VCLT in Q1 2022 and held it in 1 quarter. The position peaked at $13.1K in Q1 2022. 213 funds tracked by Wall St. Rank hold VCLT as of Q2 2022.

  • Bartlett & Co Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 140 Vanguard Long-Term Corporate Bond ETF shares in Q2 2022, an estimated $13.1K.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $13.1K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.