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 $17.1B AUM 15.7% 1-Year Est. Return

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return