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GHP Investment Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

GHP Investment 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
Q3 		– Sell
-400
Closed -$29.9K – 975
2023
Q2 		$29.9K Buy
400
+260
+186% +$20.3K ﹤0.01% 548
2023
Q1 		$11.2K Hold
140
– – ﹤0.01% 665
2022
Q4 		$10.6K Buy
+140
New +$10.5K ﹤0.01% 680

Other funds holding VCLT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GHP Investment Advisors's VCLT Position: Q3 2023 in Review

GHP Investment Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2023, closing a stake of 400 shares — an estimated $29.9K sold.

GHP Investment Advisors first reported a position in VCLT in Q4 2022 and held it in 3 quarters. The position peaked at $29.9K in Q2 2023. 240 funds tracked by Wall St. Rank hold VCLT as of Q3 2023.

  • GHP Investment Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 400 Vanguard Long-Term Corporate Bond ETF shares in Q3 2023, an estimated $29.9K.
  • GHP Investment Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • GHP Investment Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $29.9K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2023.

Based on GHP Investment Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.