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

Braver 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
2016
Q4 		$6.08M Sell
67,993
-4,645
-6% -$421K 0.99% 26
2016
Q3 		$6.95M Buy
+72,638
New +$6.94M 1.16% 20

Other funds holding VCLT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Braver Wealth Management's VCLT Position: Q4 2016 in Review

Braver Wealth Management reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 6.4% in Q4 2016, selling an estimated $421K and leaving 67,993 shares worth $6.08M. The position accounts for 0.99% of the portfolio, ranked #26.

Braver Wealth Management first reported a position in VCLT in Q3 2016 and has held it in 2 quarters since. The position peaked at $6.95M in Q3 2016. 99 funds tracked by Wall St. Rank hold VCLT as of Q4 2016.

  • Braver Wealth Management held 67,993 shares of Vanguard Long-Term Corporate Bond ETF worth $6.08M as of Q4 2016.
  • Braver Wealth Management sold 4,645 Vanguard Long-Term Corporate Bond ETF shares in Q4 2016, an estimated $421K.
  • Vanguard Long-Term Corporate Bond ETF made up 0.99% of Braver Wealth Management's portfolio in Q4 2016, its #26 holding.
  • Braver Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2016 and has held it in 2 quarters since.
  • Braver Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $6.95M in Q3 2016.
  • 99 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.