Carroll Financial Associates’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Carroll Financial 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
2020 Q4	–	Sell	-13	Closed	-$1K	–	1681
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	1451
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	1469
2020 Q1	$1K	Sell	13 -195	-94%	-$19.8K	﹤0.01%	1409
2019 Q4	$21K	Sell	208 -117	-36%	-$11.8K	﹤0.01%	869
2019 Q3	$32K	Buy	+325	New	+$32.3K	﹤0.01%	716

Other funds holding VCLT

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

MYLI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Carroll Financial Associates's VCLT Position: Q4 2020 in Review

Carroll Financial Associates sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2020, closing a stake of 13 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in VCLT in Q3 2019 and held it in 5 quarters. The position peaked at $32K in Q3 2019. 208 funds tracked by Wall St. Rank hold VCLT as of Q4 2020.

Carroll Financial Associates reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Carroll Financial Associates sold 13 Vanguard Long-Term Corporate Bond ETF shares in Q4 2020, an estimated $1K.
Carroll Financial Associates first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2019 and held it in 5 quarters.
Carroll Financial Associates's Vanguard Long-Term Corporate Bond ETF position peaked at $32K in Q3 2019.
208 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.