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CWM
Cornerstone Wealth Management’s
Vanguard Long-Term Corporate Bond ETF
VCLT
Stock Holding History
Cornerstone Wealth Management’s Portfolio
VCLT Stock Details
VCLT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
$476K
Buy
6,493
+1
+0%
+$81
0.05%
265
2022
Q2
$527K
Buy
6,492
+396
+6%
+$33.4K
0.06%
247
2022
Q1
$571K
Buy
6,096
+150
+3%
+$14.6K
0.06%
258
2021
Q4
$629K
Buy
5,946
+108
+2%
+$11.5K
0.06%
249
2021
Q3
$616K
Buy
5,838
+277
+5%
+$30K
0.07%
239
2021
Q2
$595K
Buy
5,561
+207
+4%
+$21.4K
0.06%
259
2021
Q1
$542K
Buy
5,354
+881
+20%
+$92.2K
0.06%
261
2020
Q4
$497K
Buy
4,473
+1,362
+44%
+$148K
0.06%
249
2020
Q3
$333K
Buy
3,111
+232
+8%
+$25.3K
0.05%
282
2020
Q2
$306K
Buy
2,879
+344
+14%
+$35.2K
0.05%
282
2020
Q1
$246K
Sell
2,535
-225
-8%
-$22.8K
0.05%
288
2019
Q4
$280K
Sell
2,760
-13
-0.5%
-$1.31K
0.05%
280
2019
Q3
$280K
Buy
+2,773
New
+$276K
0.05%
274
2018
Q4
–
Sell
-51,218
Closed
-$545K
–
1118
2018
Q3
$545K
Buy
+51,218
New
+$4.53M
0.01%
883
2016
Q4
–
Sell
-2,134
Closed
-$201K
–
305
2016
Q3
$201K
Buy
+2,134
New
+$204K
0.07%
260
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MYLI
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1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
State of Tennessee, Department of Treasury
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$29.8B AUM
29.48%
1-Year Est. Return
AIMU
Allianz Investment Management US
Minneapolis, Minnesota
$160M AUM
4.75%
1-Year Est. Return
Janney Montgomery Scott
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$40.4B AUM
21.2%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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