Ledge Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Ledge 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
2023 Q4	$6.32M	Buy	78,897 +2,275	+3%	+$167K	2.46%	10
2023 Q3	$5.49M	Buy	76,622 +1,927	+3%	+$145K	2.46%	11
2023 Q2	$5.86M	Buy	74,695 +1,960	+3%	+$153K	2.8%	10
2023 Q1	$5.8M	Buy	72,735 +1,479	+2%	+$117K	2.75%	11
2022 Q4	$5.39M	Buy	71,256 +6,254	+10%	+$470K	2.46%	13
2022 Q3	$4.76M	Buy	65,002 +96	+0.1%	+$7.79K	2.92%	10
2022 Q2	$5.26M	Buy	+64,906	New	+$5.47M	3.24%	10

Other funds holding VCLT

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

AIMU

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

AIA

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

Ledge Wealth Management's VCLT Position: Q4 2023 in Review

Ledge Wealth Management increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 3% in Q4 2023, buying an estimated $167K and bringing the position to 78,897 shares worth $6.32M. The position accounts for 2.46% of the portfolio, ranked #10.

Ledge Wealth Management first reported a position in VCLT in Q2 2022 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold VCLT as of Q4 2023.

Ledge Wealth Management held 78,897 shares of Vanguard Long-Term Corporate Bond ETF worth $6.32M as of Q4 2023.
Ledge Wealth Management bought 2,275 Vanguard Long-Term Corporate Bond ETF shares in Q4 2023, an estimated $167K.
Vanguard Long-Term Corporate Bond ETF made up 2.46% of Ledge Wealth Management's portfolio in Q4 2023, its #10 holding.
Ledge Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2022 and has held it in 7 quarters since.
281 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.