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Heritage Wealth Management (Arizona)’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-55
Closed -$5K – 1061
2022
Q1 		$5K Buy
+55
New +$5.35K ﹤0.01% 806
2021
Q3 		$7K Hold
66
– – ﹤0.01% 699
2021
Q2 		$7K Hold
66
– – ﹤0.01% 709
2021
Q1 		$7K Buy
+66
New +$6.91K ﹤0.01% 615

Other funds holding VCLT

DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VCLT Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2022, closing a stake of 55 shares — an estimated $5K sold.

Heritage Wealth Management (Arizona) first reported a position in VCLT in Q1 2021 and held it in 4 quarters. The position peaked at $7K in Q3 2021. 213 funds tracked by Wall St. Rank hold VCLT as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 55 Vanguard Long-Term Corporate Bond ETF shares in Q2 2022, an estimated $5K.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
  • Heritage Wealth Management (Arizona)'s Vanguard Long-Term Corporate Bond ETF position peaked at $7K in Q3 2021.
  • 213 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.