McKinley Carter Wealth Services’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

McKinley Carter Wealth Services’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
2022 Q2	–	Sell	-2,366	Closed	-$222K	–	303
2022 Q1	$222K	Sell	2,366 -1,146	-33%	-$111K	0.02%	274
2021 Q4	$372K	Sell	3,512 -910	-21%	-$96.8K	0.03%	221
2021 Q3	$467K	Sell	4,422 -995	-18%	-$108K	0.04%	192
2021 Q2	$579K	Sell	5,417 -1,619	-23%	-$167K	0.05%	170
2021 Q1	$712K	Sell	7,036 -3,651	-34%	-$382K	0.06%	161
2020 Q4	$1.19M	Buy	+10,687	New	+$1.16M	0.16%	121

Other funds holding VCLT

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

AIMU

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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

McKinley Carter Wealth Services's VCLT Position: Q2 2022 in Review

McKinley Carter Wealth Services sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2022, closing a stake of 2,366 shares — an estimated $222K sold.

McKinley Carter Wealth Services first reported a position in VCLT in Q4 2020 and held it in 6 quarters. The position peaked at $1.19M in Q4 2020. 213 funds tracked by Wall St. Rank hold VCLT as of Q2 2022.

McKinley Carter Wealth Services reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 2,366 Vanguard Long-Term Corporate Bond ETF shares in Q2 2022, an estimated $222K.
McKinley Carter Wealth Services first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
McKinley Carter Wealth Services's Vanguard Long-Term Corporate Bond ETF position peaked at $1.19M in Q4 2020.
213 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2022, filed 15 Jul 2022.