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Gary Goldberg Planning Services’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-99
Closed -$9K – 491
2014
Q3 		$9K Buy
+99
New +$8.93K ﹤0.01% 388

Other funds holding VCLT

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Gary Goldberg Planning Services's VCLT Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2014, closing a stake of 99 shares — an estimated $9K sold.

Gary Goldberg Planning Services first reported a position in VCLT in Q3 2014 and held it in 1 quarter. The position peaked at $9K in Q3 2014. 65 funds tracked by Wall St. Rank hold VCLT as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 99 Vanguard Long-Term Corporate Bond ETF shares in Q4 2014, an estimated $9K.
  • Gary Goldberg Planning Services first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Vanguard Long-Term Corporate Bond ETF position peaked at $9K in Q3 2014.
  • 65 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.