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Octavia Wealth Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Octavia Wealth Advisors’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
2024
Q4 		– Sell
-103,706
Closed -$8.42M – 235
2024
Q3 		$8.42M Buy
103,706
+4,481
+5% +$354K 1.04% 24
2024
Q2 		$7.53M Buy
99,225
+530
+0.5% +$40.2K 1.03% 23
2024
Q1 		$7.72M Sell
98,695
-8,837
-8% -$689K 1.14% 22
2023
Q4 		$8.62M Buy
107,532
+3,520
+3% +$259K 1.52% 20
2023
Q3 		$7.45M Buy
104,012
+3,248
+3% +$245K 1.51% 22
2023
Q2 		$7.91M Buy
100,764
+6,273
+7% +$490K 1.61% 21
2023
Q1 		$7.53M Buy
+94,491
New +$7.45M 1.7% 20

Other funds holding VCLT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return