LifePlan Financial Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

LifePlan Financial Group’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
2020 Q3	$1.14M	Buy	10,652 +1,318	+14%	+$144K	0.49%	50
2020 Q2	$992K	Sell	9,334 -10	-0.1%	-$1.02K	0.45%	50
2020 Q1	$908K	Buy	9,344 +2,728	+41%	+$276K	0.49%	48
2019 Q4	$671K	Buy	6,616 +2,183	+49%	+$220K	0.3%	63
2019 Q3	$448K	Buy	4,433 +1,083	+32%	+$108K	0.21%	80
2019 Q2	$325K	Buy	3,350 +2,818	+530%	+$260K	0.16%	102
2019 Q1	$49K	Hold	532	–	–	0.03%	242
2018 Q4	$45K	Hold	532	–	–	0.03%	245
2018 Q3	$47K	Hold	532	–	–	0.03%	258
2018 Q2	$47K	Hold	532	–	–	0.03%	244
2018 Q1	$49K	Buy	+532	New	+$49K	0.03%	226

Other funds holding VCLT

DILIC

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

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

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

MYLI

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LifePlan Financial Group's VCLT Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 14% in Q3 2020, buying an estimated $144K and bringing the position to 10,652 shares worth $1.14M. The position accounts for 0.49% of the portfolio, ranked #50.

LifePlan Financial Group first reported a position in VCLT in Q1 2018 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold VCLT as of Q3 2020.

LifePlan Financial Group held 10,652 shares of Vanguard Long-Term Corporate Bond ETF worth $1.14M as of Q3 2020.
LifePlan Financial Group bought 1,318 Vanguard Long-Term Corporate Bond ETF shares in Q3 2020, an estimated $144K.
Vanguard Long-Term Corporate Bond ETF made up 0.49% of LifePlan Financial Group's portfolio in Q3 2020, its #50 holding.
LifePlan Financial Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
188 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.