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

MBE 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
2020
Q2 		– Sell
-276
Closed -$26K – 492
2020
Q1 		$26K Buy
+276
New +$28K 0.02% 185

Other funds holding VCLT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

MBE Wealth Management's VCLT Position: Q2 2020 in Review

MBE Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2020, closing a stake of 276 shares — an estimated $26K sold.

MBE Wealth Management first reported a position in VCLT in Q1 2020 and held it in 1 quarter. The position peaked at $26K in Q1 2020. 178 funds tracked by Wall St. Rank hold VCLT as of Q2 2020.

  • MBE Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 276 Vanguard Long-Term Corporate Bond ETF shares in Q2 2020, an estimated $26K.
  • MBE Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $26K in Q1 2020.
  • 178 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.