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Grey Fox Wealth Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Grey Fox Wealth 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
Q2 		– Sell
-22
Closed -$1.75K – 490
2023
Q1 		$1.75K Buy
+22
New +$1.74K ﹤0.01% 426

Other funds holding VCLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grey Fox Wealth Advisors's VCLT Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2023, closing a stake of 22 shares — an estimated $1.75K sold.

Grey Fox Wealth Advisors first reported a position in VCLT in Q1 2023 and held it in 1 quarter. The position peaked at $1.75K in Q1 2023. 243 funds tracked by Wall St. Rank hold VCLT as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 22 Vanguard Long-Term Corporate Bond ETF shares in Q2 2023, an estimated $1.75K.
  • Grey Fox Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $1.75K in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.