First United Bank & Trust’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

First United Bank & Trust’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	-30	Closed	-$2.44K	–	387
2024 Q3	$2.44K	Hold	30	–	–	﹤0.01%	360
2024 Q2	$2.28K	Hold	30	–	–	﹤0.01%	377
2024 Q1	$2.35K	Buy	+30	New	+$2.34K	﹤0.01%	393
2020 Q2	–	Sell	-3,825	Closed	-$371K	–	130
2020 Q1	$371K	Sell	3,825 -1,320	-26%	-$134K	0.27%	89
2019 Q4	$521K	Buy	5,145 +2,925	+132%	+$295K	0.3%	90
2019 Q3	$225K	Buy	+2,220	New	+$221K	0.14%	116

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

First United Bank & Trust's VCLT Position: Q4 2024 in Review

First United Bank & Trust sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2024, closing a stake of 30 shares — an estimated $2.44K sold.

First United Bank & Trust first reported a position in VCLT in Q3 2019 and held it in 6 quarters. The position peaked at $521K in Q4 2019. 351 funds tracked by Wall St. Rank hold VCLT as of Q4 2024.

First United Bank & Trust reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
First United Bank & Trust sold 30 Vanguard Long-Term Corporate Bond ETF shares in Q4 2024, an estimated $2.44K.
First United Bank & Trust first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
First United Bank & Trust's Vanguard Long-Term Corporate Bond ETF position peaked at $521K in Q4 2019.
351 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2024.

Based on First United Bank & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.