Patriot Financial Group Insurance Agency’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Patriot Financial Group Insurance Agency’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
2019 Q3	–	Sell	-52	Closed	-$5K	–	1469
2019 Q2	$5K	Hold	52	–	–	﹤0.01%	965
2019 Q1	$5K	Hold	52	–	–	﹤0.01%	870
2018 Q4	$4K	Sell	52 -138	-73%	-$11.7K	﹤0.01%	775
2018 Q3	$17K	Buy	+190	New	+$16.8K	0.01%	510
2018 Q2	–	Sell	-137	Closed	-$12K	–	911
2018 Q1	$12K	Buy	137 +1	+0.7%	+$92	0.01%	571
2017 Q4	$13K	Buy	136 +1	+0.7%	+$95	0.01%	547
2017 Q3	$13K	Buy	135 +2	+2%	+$187	0.01%	504
2017 Q2	$12K	Buy	133 +2	+2%	+$184	0.01%	498
2017 Q1	$12K	Hold	131	–	–	0.01%	466
2016 Q4	$12K	Buy	+131	New	+$11.9K	0.02%	438

Other funds holding VCLT

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

AIMU

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VCLT Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2019, closing a stake of 52 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in VCLT in Q4 2016 and held it in 10 quarters. The position peaked at $17K in Q3 2018. 157 funds tracked by Wall St. Rank hold VCLT as of Q3 2019.

Patriot Financial Group Insurance Agency reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 52 Vanguard Long-Term Corporate Bond ETF shares in Q3 2019, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2016 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Vanguard Long-Term Corporate Bond ETF position peaked at $17K in Q3 2018.
157 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.