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

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
2016 Q4	–	Sell	-2,134	Closed	-$201K	–	305
2016 Q3	$201K	Buy	+2,134	New	+$204K	0.07%	260

Other funds holding VCLT

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $33.7B AUM 43.08% 1-Year Est. Return

AIMU

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cornerstone Wealth Management's VCLT Position: Q3 2022 in Review

Cornerstone Wealth Management increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 0.02% in Q3 2022, buying an estimated $81 and bringing the position to 6,493 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #265.

Cornerstone Wealth Management first reported a position in VCLT in Q3 2016 and has held it in 14 quarters since. The position peaked at $629K in Q4 2021. 206 funds tracked by Wall St. Rank hold VCLT as of Q3 2022.

Cornerstone Wealth Management held 6,493 shares of Vanguard Long-Term Corporate Bond ETF worth $476K as of Q3 2022.
Cornerstone Wealth Management bought 1 Vanguard Long-Term Corporate Bond ETF share in Q3 2022, an estimated $81.
Vanguard Long-Term Corporate Bond ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2022, its #265 holding.
Cornerstone Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2016 and has held it in 14 quarters since.
Cornerstone Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $629K in Q4 2021.
206 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.