HWA
VCLT icon

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

HHM 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
2022
Q3 		– Sell
-156
Closed -$13K – 815
2022
Q2 		$13K Buy
+156
New +$13.2K ﹤0.01% 494

Other funds holding VCLT

DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HHM Wealth Advisors's VCLT Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2022, closing a stake of 156 shares — an estimated $13K sold.

HHM Wealth Advisors first reported a position in VCLT in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 206 funds tracked by Wall St. Rank hold VCLT as of Q3 2022.

  • HHM Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 156 Vanguard Long-Term Corporate Bond ETF shares in Q3 2022, an estimated $13K.
  • HHM Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • HHM Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $13K in Q2 2022.
  • 206 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.