Rockbridge Investment Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-47	Closed	-$3.77K	–	601
2023 Q4	$3.77K	Buy	+47	New	+$3.46K	﹤0.01%	494
2022 Q2	–	Sell	-200	Closed	-$18.8K	–	794
2022 Q1	$18.8K	Hold	200	–	–	﹤0.01%	426
2021 Q4	$21K	Sell	200 -213	-52%	-$22.7K	﹤0.01%	480
2021 Q3	$44K	Sell	413 -36	-8%	-$3.89K	0.01%	339
2021 Q2	$48K	Buy	449 +121	+37%	+$12.5K	0.01%	322
2021 Q1	$33K	Hold	328	–	–	0.01%	348
2020 Q4	$36K	Hold	328	–	–	0.01%	330
2020 Q3	$35K	Sell	328 -44	-12%	-$4.81K	0.01%	311
2020 Q2	$40K	Buy	+372	New	+$38.1K	0.01%	257

Other funds holding VCLT

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

DILIC

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockbridge Investment Management's VCLT Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2024, closing a stake of 47 shares — an estimated $3.77K sold.

Rockbridge Investment Management first reported a position in VCLT in Q2 2020 and held it in 9 quarters. The position peaked at $48K in Q2 2021. 303 funds tracked by Wall St. Rank hold VCLT as of Q1 2024.

Rockbridge Investment Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 47 Vanguard Long-Term Corporate Bond ETF shares in Q1 2024, an estimated $3.77K.
Rockbridge Investment Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Rockbridge Investment Management's Vanguard Long-Term Corporate Bond ETF position peaked at $48K in Q2 2021.
303 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.