Cornerstone Planning Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Cornerstone Planning Group’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
2024 Q4	–	Sell	-112	Closed	-$8.65K	–	1492
2024 Q3	$8.65K	Sell	112 -254	-69%	-$20.1K	﹤0.01%	442
2024 Q2	$28.9K	Hold	366	–	–	0.01%	269
2024 Q1	$27.5K	Sell	366 -35	-9%	-$2.73K	0.01%	255
2023 Q4	$32.1K	Sell	401 -43	-10%	-$3.16K	0.01%	248
2023 Q3	$31.8K	Hold	444	–	–	0.01%	244
2023 Q2	$34.9K	Buy	+444	New	+$34.7K	0.01%	312
2022 Q4	$35.1K	Buy	+429	New	+$32.3K	0.01%	326

Other funds holding VCLT

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

MYLI

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

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

AIMU

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Cornerstone Planning Group's VCLT Position: Q4 2024 in Review

Cornerstone Planning Group sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2024, closing a stake of 112 shares — an estimated $8.65K sold.

Cornerstone Planning Group first reported a position in VCLT in Q4 2022 and held it in 7 quarters. The position peaked at $35.1K in Q4 2022. 351 funds tracked by Wall St. Rank hold VCLT as of Q4 2024.

Cornerstone Planning Group reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Cornerstone Planning Group sold 112 Vanguard Long-Term Corporate Bond ETF shares in Q4 2024, an estimated $8.65K.
Cornerstone Planning Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's Vanguard Long-Term Corporate Bond ETF position peaked at $35.1K in Q4 2022.
351 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.