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

Beaird Harris 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
2024 Q2	–	Sell	-43	Closed	-$3.36K	–	795
2024 Q1	$3.36K	Buy	+43	New	+$3.35K	﹤0.01%	425
2022 Q2	–	Sell	-130	Closed	-$12K	–	614
2022 Q1	$12K	Hold	130	–	–	﹤0.01%	312
2021 Q4	$14K	Buy	+130	New	+$13.8K	0.01%	364

Other funds holding VCLT

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

JHU

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

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

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

AIMU

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

DILIC

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beaird Harris Wealth Management's VCLT Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2024, closing a stake of 43 shares — an estimated $3.36K sold.

Beaird Harris Wealth Management first reported a position in VCLT in Q4 2021 and held it in 3 quarters. The position peaked at $14K in Q4 2021. 308 funds tracked by Wall St. Rank hold VCLT as of Q2 2024.

Beaird Harris Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 43 Vanguard Long-Term Corporate Bond ETF shares in Q2 2024, an estimated $3.36K.
Beaird Harris Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Beaird Harris Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $14K in Q4 2021.
308 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.