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

HCR 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
2021
Q1 		– Sell
-520
Closed -$58K – 274
2020
Q4 		$58K Buy
520
+65
+14% +$7.07K 0.01% 203
2020
Q3 		$49K Buy
455
+25
+6% +$2.73K 0.01% 182
2020
Q2 		$46K Buy
+430
New +$44K 0.01% 180

Other funds holding VCLT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

HCR Wealth Advisors's VCLT Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2021, closing a stake of 520 shares — an estimated $58K sold.

HCR Wealth Advisors first reported a position in VCLT in Q2 2020 and held it in 3 quarters. The position peaked at $58K in Q4 2020. 202 funds tracked by Wall St. Rank hold VCLT as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 520 Vanguard Long-Term Corporate Bond ETF shares in Q1 2021, an estimated $58K.
  • HCR Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • HCR Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $58K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.