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Portfolio Strategies (Washington)’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Portfolio Strategies (Washington)’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
2014
Q4 		– Sell
-15,319
Closed -$1.37M – 45
2014
Q3 		$1.37M Buy
15,319
+631
+4% +$56.9K 1.56% 17
2014
Q2 		$1.32M Sell
14,688
-13,857
-49% -$1.23M 1.47% 17
2014
Q1 		$2.49M Buy
28,545
+1,910
+7% +$163K 2.84% 8
2013
Q4 		$2.21M Buy
+26,635
New +$2.21M 2.86% 12

Other funds holding VCLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Portfolio Strategies (Washington)'s VCLT Position: Q4 2014 in Review

Portfolio Strategies (Washington) sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2014, closing a stake of 15,319 shares — an estimated $1.37M sold.

Portfolio Strategies (Washington) first reported a position in VCLT in Q4 2013 and held it in 4 quarters. The position peaked at $2.49M in Q1 2014. 65 funds tracked by Wall St. Rank hold VCLT as of Q4 2014.

  • Portfolio Strategies (Washington) reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 15,319 Vanguard Long-Term Corporate Bond ETF shares in Q4 2014, an estimated $1.37M.
  • Portfolio Strategies (Washington) first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2013 and held it in 4 quarters.
  • Portfolio Strategies (Washington)'s Vanguard Long-Term Corporate Bond ETF position peaked at $2.49M in Q1 2014.
  • 65 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2014.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2014, filed 9 Feb 2015.