Beaumont Financial Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Beaumont Financial Advisors’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
2025 Q4	–	Sell	-3,427	Closed	-$266K	–	412
2025 Q3	$266K	Sell	3,427 -53	-2%	-$4.03K	0.02%	339
2025 Q2	$264K	Sell	3,480 -441	-11%	-$32.6K	0.02%	318
2025 Q1	$298K	Sell	3,921 -1,564	-29%	-$118K	0.02%	290
2024 Q4	$410K	Sell	5,485 -267	-5%	-$20.8K	0.03%	248
2024 Q3	$467K	Buy	5,752 +1,316	+30%	+$104K	0.04%	217
2024 Q2	$337K	Sell	4,436 -1,978	-31%	-$150K	0.03%	256
2024 Q1	$502K	Buy	6,414 +1,350	+27%	+$105K	0.04%	200
2023 Q4	$406K	Sell	5,064 -3	-0.1%	-$221	0.04%	221
2023 Q3	$363K	Buy	+5,067	New	+$382K	0.04%	220

Other funds holding VCLT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.26B AUM 19.99% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return