Milestone Asset Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Milestone Asset 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
2026 Q2	–	Sell	-11,220	Closed	-$838K	–	291
2026 Q1	$838K	Sell	11,220 -345	-3%	-$26.2K	0.15%	129
2025 Q4	$877K	Buy	11,565 +271	+2%	+$20.9K	0.17%	115
2025 Q3	$877K	Buy	+11,294	New	+$859K	0.17%	102
2024 Q2	–	Sell	-79,996	Closed	-$6.26M	–	210
2024 Q1	$6.26M	Buy	+79,996	New	+$6.24M	1.79%	12

Other funds holding VCLT

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return