Realta Investment Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Realta Investment 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 Q3	–	Sell	-660	Closed	-$50.1K	–	749
2024 Q2	$50.1K	Hold	660	–	–	0.01%	533
2024 Q1	$51.6K	Buy	+660	New	+$51.5K	0.01%	553
2023 Q4	–	Sell	-960	Closed	-$75.3K	–	776
2023 Q3	$75.3K	Hold	960	–	–	0.02%	490
2023 Q2	$75.3K	Buy	+960	New	+$75K	0.02%	519
2023 Q1	–	Sell	-960	Closed	-$72.7K	–	801
2022 Q4	$72.7K	Hold	960	–	–	0.02%	524
2022 Q3	$70K	Buy	+960	New	+$77.9K	0.02%	499
2020 Q1	–	Sell	-796	Closed	-$81K	–	1338
2019 Q4	$81K	Hold	796	–	–	0.02%	553
2019 Q3	$80K	Hold	796	–	–	0.02%	555
2019 Q2	$77K	Buy	796 +36	+5%	+$3.32K	0.02%	569
2019 Q1	$69K	Buy	+760	New	+$66.8K	0.03%	473

Other funds holding VCLT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Bank of America

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

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return