Retirement Planning Company of New England’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Retirement Planning Company of New England’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 Q3	–	Sell	-4,213	Closed	-$331K	–	231
2023 Q2	$331K	Hold	4,213	–	–	0.19%	143
2023 Q1	$336K	Sell	4,213 -100	-2%	-$7.89K	0.2%	144
2022 Q4	$327K	Sell	4,313 -50	-1%	-$3.76K	0.21%	140
2022 Q3	$319K	Sell	4,363 -100	-2%	-$8.11K	0.23%	130
2022 Q2	$361K	Hold	4,463	–	–	0.25%	123
2022 Q1	$418K	Sell	4,463 -17	-0.4%	-$1.65K	0.24%	130
2021 Q4	$474K	Buy	+4,480	New	+$477K	0.23%	122

Other funds holding VCLT

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

JHU

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

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

DILIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Retirement Planning Company of New England's VCLT Position: Q3 2023 in Review

Retirement Planning Company of New England sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2023, closing a stake of 4,213 shares — an estimated $331K sold.

Retirement Planning Company of New England first reported a position in VCLT in Q4 2021 and held it in 7 quarters. The position peaked at $474K in Q4 2021. 240 funds tracked by Wall St. Rank hold VCLT as of Q3 2023.

Retirement Planning Company of New England reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Retirement Planning Company of New England sold 4,213 Vanguard Long-Term Corporate Bond ETF shares in Q3 2023, an estimated $331K.
Retirement Planning Company of New England first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Retirement Planning Company of New England's Vanguard Long-Term Corporate Bond ETF position peaked at $474K in Q4 2021.
240 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2023.

Based on Retirement Planning Company of New England's 13F filing for Q3 2023, filed 13 Nov 2023.