CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 Q1	–	Sell	-11,363	Closed	-$1.2M	–	197
2021 Q4	$1.2M	Sell	11,363 -950	-8%	-$101K	0.04%	123
2021 Q3	$1.3M	Sell	12,313 -4,667	-27%	-$505K	0.05%	125
2021 Q2	$1.82M	Sell	16,980 -4,661	-22%	-$482K	0.07%	110
2021 Q1	$2.19M	Sell	21,641 -178,799	-89%	-$18.7M	0.1%	91
2020 Q4	$22.3M	Buy	200,440 +37,666	+23%	+$4.1M	1.09%	29
2020 Q3	$17.4M	Buy	162,774 +35,286	+28%	+$3.86M	0.98%	30
2020 Q2	$13.6M	Buy	+127,488	New	+$13M	0.83%	34

Other funds holding VCLT

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VCLT Position: Q1 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2022, closing a stake of 11,363 shares — an estimated $1.2M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VCLT in Q2 2020 and held it in 7 quarters. The position peaked at $22.3M in Q4 2020. 216 funds tracked by Wall St. Rank hold VCLT as of Q1 2022.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 11,363 Vanguard Long-Term Corporate Bond ETF shares in Q1 2022, an estimated $1.2M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $22.3M in Q4 2020.
216 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.