First National Bank of South Miami’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

First National Bank of South Miami’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
2023 Q2	$84.4K	Sell	1,075 -622	-37%	-$48.6K	0.07%	168
2023 Q1	$135K	Buy	1,697 +32	+2%	+$2.52K	0.11%	149
2022 Q4	$126K	Buy	1,665 +189	+13%	+$14.2K	0.09%	155
2022 Q3	$108K	Sell	1,476 -101	-6%	-$8.19K	0.08%	160
2022 Q2	$128K	Buy	1,577 +452	+40%	+$38.1K	0.09%	163
2022 Q1	$105K	Buy	1,125 +5	+0.4%	+$486	0.06%	175
2021 Q4	$119K	Buy	1,120 +257	+30%	+$27.3K	0.07%	173
2021 Q3	$91K	Buy	863 +87	+11%	+$9.41K	0.06%	177
2021 Q2	$83K	Buy	+776	New	+$80.3K	0.06%	180

Other funds holding VCLT

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

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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

AIMU

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First National Bank of South Miami's VCLT Position: Q2 2023 in Review

First National Bank of South Miami reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 37% in Q2 2023, selling an estimated $48.6K and leaving 1,075 shares worth $84.4K. The position accounts for 0.07% of the portfolio, ranked #168.

First National Bank of South Miami first reported a position in VCLT in Q2 2021 and has held it in 9 quarters since. The position peaked at $135K in Q1 2023. 243 funds tracked by Wall St. Rank hold VCLT as of Q2 2023.

First National Bank of South Miami held 1,075 shares of Vanguard Long-Term Corporate Bond ETF worth $84.4K as of Q2 2023.
First National Bank of South Miami sold 622 Vanguard Long-Term Corporate Bond ETF shares in Q2 2023, an estimated $48.6K.
Vanguard Long-Term Corporate Bond ETF made up 0.07% of First National Bank of South Miami's portfolio in Q2 2023, its #168 holding.
First National Bank of South Miami first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2021 and has held it in 9 quarters since.
First National Bank of South Miami's Vanguard Long-Term Corporate Bond ETF position peaked at $135K in Q1 2023.
243 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.