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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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

MYLI

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

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

AIMU

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Octavia Wealth Advisors's VCLT Position: Q4 2024 in Review

Octavia Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2024, closing a stake of 103,706 shares — an estimated $8.42M sold.

Octavia Wealth Advisors first reported a position in VCLT in Q1 2023 and held it in 7 quarters. The position peaked at $8.62M in Q4 2023. 351 funds tracked by Wall St. Rank hold VCLT as of Q4 2024.

Octavia Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Octavia Wealth Advisors sold 103,706 Vanguard Long-Term Corporate Bond ETF shares in Q4 2024, an estimated $8.42M.
Octavia Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Octavia Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $8.62M in Q4 2023.
351 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2024.

Based on Octavia Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.