Goodwin Investment Advisory’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Goodwin Investment Advisory’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 Q1	–	Sell	-40	Closed	-$3.03K	–	204
2022 Q4	$3.03K	Hold	40	–	–	﹤0.01%	184
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	190
2022 Q2	$3.25K	Sell	40 -102	-72%	-$8.6K	﹤0.01%	135
2022 Q1	$13K	Sell	142 -1,431	-91%	-$139K	0.01%	137
2021 Q4	$166K	Buy	+1,573	New	+$167K	0.12%	44

Other funds holding VCLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 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

AIMU

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Goodwin Investment Advisory's VCLT Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2023, closing a stake of 40 shares — an estimated $3.03K sold.

Goodwin Investment Advisory first reported a position in VCLT in Q4 2021 and held it in 5 quarters. The position peaked at $166K in Q4 2021. 224 funds tracked by Wall St. Rank hold VCLT as of Q1 2023.

Goodwin Investment Advisory reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 40 Vanguard Long-Term Corporate Bond ETF shares in Q1 2023, an estimated $3.03K.
Goodwin Investment Advisory first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Goodwin Investment Advisory's Vanguard Long-Term Corporate Bond ETF position peaked at $166K in Q4 2021.
224 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.