KJWM
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Kiley Juergens Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-9
Closed – – 619
2018
Q3 		$0 Hold
9
– – ﹤0.01% 757
2018
Q2 		$0 Buy
+9
New +$797 ﹤0.01% 694

Other funds holding VCLT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kiley Juergens Wealth Management's VCLT Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2018, closing a stake of 9 shares.

Kiley Juergens Wealth Management first reported a position in VCLT in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 131 funds tracked by Wall St. Rank hold VCLT as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 9 Vanguard Long-Term Corporate Bond ETF shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $0 in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.