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

BerganKDV 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	-22	Closed	-$2K	–	1072
2022 Q1	$2K	Buy	+22	New	+$2.14K	﹤0.01%	880
2020 Q3	–	Sell	-68	Closed	-$7K	–	1010
2020 Q2	$7K	Buy	+68	New	+$6.96K	﹤0.01%	596

Other funds holding VCLT

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 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

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

BerganKDV Wealth Management's VCLT Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in VCLT in Q2 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 213 funds tracked by Wall St. Rank hold VCLT as of Q2 2022.

BerganKDV Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 22 Vanguard Long-Term Corporate Bond ETF shares in Q2 2022, an estimated $2K.
BerganKDV Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
BerganKDV Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $7K in Q2 2020.
213 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.