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Legacy Private Trust’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-2,730
Closed -$261K – 244
2017
Q4 		$261K Buy
+2,730
New +$258K 0.03% 207
2016
Q4 		– Sell
-11,360
Closed -$1.09M – 253
2016
Q3 		$1.09M Buy
+11,360
New +$1.09M 0.15% 128
2016
Q2 		– Sell
-42,531
Closed -$3.8M – 245
2016
Q1 		$3.8M Buy
42,531
+2,744
+7% +$234K 0.57% 50
2015
Q4 		$3.35M Sell
39,787
-46,541
-54% -$3.99M 0.51% 61
2015
Q3 		$7.43M Sell
86,328
-4,881
-5% -$421K 1.17% 16
2015
Q2 		$7.78M Buy
91,209
+5,319
+6% +$476K 1.17% 15
2015
Q1 		$8.08M Buy
85,890
+2,136
+3% +$201K 1.19% 18
2014
Q4 		$7.74M Buy
83,754
+2,270
+3% +$207K 1.14% 19
2014
Q3 		$7.29M Buy
81,484
+15,985
+24% +$1.44M 1.11% 21
2014
Q2 		$5.91M Buy
65,499
+18,472
+39% +$1.65M 0.91% 21
2014
Q1 		$4.1M Buy
+47,027
New +$4.02M 0.72% 38

Other funds holding VCLT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return