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Calton & Associates’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-366
Closed -$34K – 1226
2017
Q4 		$34K Buy
+366
New +$34.6K 0.01% 779

Other funds holding VCLT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Calton & Associates's VCLT Position: Q1 2018 in Review

Calton & Associates sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2018, closing a stake of 366 shares — an estimated $34K sold.

Calton & Associates first reported a position in VCLT in Q4 2017 and held it in 1 quarter. The position peaked at $34K in Q4 2017. 132 funds tracked by Wall St. Rank hold VCLT as of Q1 2018.

  • Calton & Associates reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 366 Vanguard Long-Term Corporate Bond ETF shares in Q1 2018, an estimated $34K.
  • Calton & Associates first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Vanguard Long-Term Corporate Bond ETF position peaked at $34K in Q4 2017.
  • 132 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.