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

IBEX 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
2025 Q1	–	Sell	-8,390	Closed	-$627K	–	207
2024 Q4	$627K	Buy	+8,390	New	+$652K	0.07%	139
2021 Q4	–	Sell	-40	Closed	-$4K	–	414
2021 Q3	$4K	Buy	+40	New	+$4.33K	﹤0.01%	413
2019 Q3	–	Sell	-36	Closed	-$3K	–	379
2019 Q2	$3K	Buy	+36	New	+$3.32K	﹤0.01%	395
2017 Q1	–	Sell	-213	Closed	-$19K	–	372
2016 Q4	$19K	Buy	+213	New	+$19.3K	0.01%	229

Other funds holding VCLT

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return