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Goldstone Financial Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Goldstone Financial Group’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
Q4 		– Sell
-3,767
Closed -$270K – 170
2023
Q3 		$270K Sell
3,767
-753
-17% -$56.8K 0.08% 123
2023
Q2 		$355K Sell
4,520
-2,575
-36% -$201K 0.1% 109
2023
Q1 		$566K Buy
+7,095
New +$560K 0.19% 81

Other funds holding VCLT

JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Goldstone Financial Group's VCLT Position: Q4 2023 in Review

Goldstone Financial Group sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2023, closing a stake of 3,767 shares — an estimated $270K sold.

Goldstone Financial Group first reported a position in VCLT in Q1 2023 and held it in 3 quarters. The position peaked at $566K in Q1 2023. 281 funds tracked by Wall St. Rank hold VCLT as of Q4 2023.

  • Goldstone Financial Group reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 3,767 Vanguard Long-Term Corporate Bond ETF shares in Q4 2023, an estimated $270K.
  • Goldstone Financial Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Goldstone Financial Group's Vanguard Long-Term Corporate Bond ETF position peaked at $566K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2023.

Based on Goldstone Financial Group's 13F filing for Q4 2023, filed 15 Jan 2025.