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

Concert 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 		– Sell
-500
Closed – – 904
2016
Q3 		$0 Buy
+500
New +$47.8K ﹤0.01% 1041

Other funds holding VCLT

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Bank of America
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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

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

Concert Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2016, closing a stake of 500 shares.

Concert Wealth Management first reported a position in VCLT in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 99 funds tracked by Wall St. Rank hold VCLT as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 500 Vanguard Long-Term Corporate Bond ETF shares in Q4 2016.
  • Concert Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $0 in Q3 2016.
  • 99 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.