Golden State Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Golden State Wealth Management’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
2025 Q1	–	Sell	-18	Closed	-$1.4K	–	1643
2024 Q4	$1.4K	Buy	+18	New	+$1.4K	﹤0.01%	1305
2020 Q2	–	Sell	-624	Closed	-$61K	–	904
2020 Q1	$61K	Buy	+624	New	+$63.2K	0.03%	327
2019 Q4	–	Sell	-613	Closed	-$62K	–	901
2019 Q3	$62K	Buy	613 +6	+1%	+$596	0.02%	383
2019 Q2	$58K	Buy	607 +6	+1%	+$554	0.02%	422
2019 Q1	$55K	Buy	+601	New	+$52.8K	0.02%	418

Other funds holding VCLT

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIMU

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Golden State Wealth Management's VCLT Position: Q1 2025 in Review

Golden State Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2025, closing a stake of 18 shares — an estimated $1.4K sold.

Golden State Wealth Management first reported a position in VCLT in Q1 2019 and held it in 5 quarters. The position peaked at $62K in Q3 2019. 340 funds tracked by Wall St. Rank hold VCLT as of Q1 2025.

Golden State Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Golden State Wealth Management sold 18 Vanguard Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $1.4K.
Golden State Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $62K in Q3 2019.
340 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.