Retirement Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Retirement Group’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 Q4	–	Sell	-455	Closed	-$32.6K	–	852
2023 Q3	$32.6K	Hold	455	–	–	0.01%	253
2023 Q2	$35.7K	Hold	455	–	–	0.01%	243
2023 Q1	$36K	Hold	455	–	–	0.02%	230
2022 Q4	$34K	Buy	+455	New	+$34.2K	0.02%	216
2022 Q3	–	Sell	-455	Closed	-$37K	–	798
2022 Q2	$37K	Hold	455	–	–	0.02%	246
2022 Q1	$43K	Hold	455	–	–	0.02%	246
2021 Q4	$48K	Hold	455	–	–	0.02%	236
2021 Q3	$48K	Sell	455 -175	-28%	-$18.9K	0.02%	230
2021 Q2	$67K	Hold	630	–	–	0.03%	202
2021 Q1	$64K	Hold	630	–	–	0.03%	245
2020 Q4	$69K	Sell	630 -266	-30%	-$28.9K	0.03%	221
2020 Q3	$96K	Hold	896	–	–	0.05%	183
2020 Q2	$95K	Buy	+896	New	+$91.7K	0.06%	172
2019 Q4	$95K	Buy	+936	New	+$94.4K	0.06%	170

Other funds holding VCLT

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 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

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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 $672B AUM 33.48% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Retirement Group's VCLT Position: Q4 2023 in Review

Retirement Group sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q4 2023, closing a stake of 455 shares — an estimated $32.6K sold.

Retirement Group first reported a position in VCLT in Q4 2019 and held it in 14 quarters. The position peaked at $96K in Q3 2020. 281 funds tracked by Wall St. Rank hold VCLT as of Q4 2023.

Retirement Group reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Retirement Group sold 455 Vanguard Long-Term Corporate Bond ETF shares in Q4 2023, an estimated $32.6K.
Retirement Group first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
Retirement Group's Vanguard Long-Term Corporate Bond ETF position peaked at $96K in Q3 2020.
281 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q4 2023.

Based on Retirement Group's 13F filing for Q4 2023, filed 14 Feb 2024.