PFG Private Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

PFG Private Wealth Management’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 Q1	–	Sell	-813	Closed	-$62K	–	390
2022 Q4	$62K	Hold	813	–	–	0.04%	128
2022 Q3	$60K	Sell	813 -141,463	-99%	-$11.5M	0.04%	136
2022 Q2	$11.5M	Buy	+142,276	New	+$12M	6.47%	3

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

MYLI

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

PFG Private Wealth Management's VCLT Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2023, closing a stake of 813 shares — an estimated $62K sold.

PFG Private Wealth Management first reported a position in VCLT in Q2 2022 and held it in 3 quarters. The position peaked at $11.5M in Q2 2022. 224 funds tracked by Wall St. Rank hold VCLT as of Q1 2023.

PFG Private Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 813 Vanguard Long-Term Corporate Bond ETF shares in Q1 2023, an estimated $62K.
PFG Private Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
PFG Private Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $11.5M in Q2 2022.
224 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.