Fortis Capital Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Fortis Capital Advisors’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	–	Sell	-62	Closed	-$4.94K	–	605
2023 Q1	$4.94K	Hold	62	–	–	﹤0.01%	502
2022 Q4	$4.69K	Buy	+62	New	+$4.66K	﹤0.01%	519

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 $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fortis Capital Advisors's VCLT Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2023, closing a stake of 62 shares — an estimated $4.94K sold.

Fortis Capital Advisors first reported a position in VCLT in Q4 2022 and held it in 2 quarters. The position peaked at $4.94K in Q1 2023. 243 funds tracked by Wall St. Rank hold VCLT as of Q2 2023.

Fortis Capital Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 62 Vanguard Long-Term Corporate Bond ETF shares in Q2 2023, an estimated $4.94K.
Fortis Capital Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Fortis Capital Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $4.94K in Q1 2023.
243 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.