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

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

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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

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

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

Royal Bank of Canada

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

Envestnet Asset Management

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

Janney Montgomery Scott

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