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Beirne Wealth Consulting Services’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Beirne Wealth Consulting Services’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
2019
Q2 		– Sell
-5,326
Closed -$487K – 184
2019
Q1 		$487K Sell
5,326
-2,888
-35% -$254K 0.38% 80
2018
Q4 		$700K Buy
+8,214
New +$697K 0.6% 44

Other funds holding VCLT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beirne Wealth Consulting Services's VCLT Position: Q2 2019 in Review

Beirne Wealth Consulting Services sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2019, closing a stake of 5,326 shares — an estimated $487K sold.

Beirne Wealth Consulting Services first reported a position in VCLT in Q4 2018 and held it in 2 quarters. The position peaked at $700K in Q4 2018. 142 funds tracked by Wall St. Rank hold VCLT as of Q2 2019.

  • Beirne Wealth Consulting Services reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 5,326 Vanguard Long-Term Corporate Bond ETF shares in Q2 2019, an estimated $487K.
  • Beirne Wealth Consulting Services first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's Vanguard Long-Term Corporate Bond ETF position peaked at $700K in Q4 2018.
  • 142 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2019, filed 25 Jul 2019.