Money Concepts Capital’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Money Concepts Capital’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
2023 Q2	–	Sell	-166,576	Closed	-$945K	–	485
2023 Q1	$945K	Buy	166,576 +155,615	+1,420%	+$12.3M	0.05%	227
2022 Q4	$830K	Sell	10,961 -11,283	-51%	-$848K	0.04%	328
2022 Q3	$1.63M	Sell	22,244 -3,510	-14%	-$285K	0.1%	183
2022 Q2	$2.11M	Sell	25,754 -1,742	-6%	-$147K	0.19%	126
2022 Q1	$2.58M	Buy	27,496 +27,033	+5,839%	+$2.63M	0.15%	163
2021 Q4	$49K	Buy	+463	New	+$49.3K	﹤0.01%	597
2021 Q1	$4.09M	Buy	40,359 +2,741	+7%	+$287K	0.33%	77
2020 Q4	$4.18M	Buy	+37,618	New	+$4.09M	0.39%	68

Other funds holding VCLT

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

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

DILIC

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

MYLI

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

AIMU

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Money Concepts Capital's VCLT Position: Q2 2023 in Review

Money Concepts Capital sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2023, closing a stake of 166,576 shares — an estimated $945K sold.

Money Concepts Capital first reported a position in VCLT in Q4 2020 and held it in 8 quarters. The position peaked at $4.18M in Q4 2020. 243 funds tracked by Wall St. Rank hold VCLT as of Q2 2023.

Money Concepts Capital reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Money Concepts Capital sold 166,576 Vanguard Long-Term Corporate Bond ETF shares in Q2 2023, an estimated $945K.
Money Concepts Capital first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Money Concepts Capital's Vanguard Long-Term Corporate Bond ETF position peaked at $4.18M in Q4 2020.
243 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.