RWA Wealth Partners’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

RWA Wealth Partners’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
2020 Q2	–	Sell	-2,249	Closed	-$218K	–	224
2020 Q1	$218K	Sell	2,249 -3,045	-58%	-$309K	0.03%	188
2019 Q4	$537K	Sell	5,294 -3,039	-36%	-$306K	0.05%	160
2019 Q3	$843K	Sell	8,333 -5,408	-39%	-$538K	0.09%	131
2019 Q2	$1.33M	Buy	+13,741	New	+$1.27M	0.14%	98
2018 Q3	–	Sell	-673	Closed	-$59K	–	674
2018 Q2	$59K	Sell	673 -11,931	-95%	-$1.06M	0.01%	383
2018 Q1	$1.15M	Sell	12,604 -52,169	-81%	-$4.8M	0.15%	107
2017 Q4	$6.2M	Buy	64,773 +18,956	+41%	+$1.79M	0.7%	37
2017 Q3	$4.32M	Buy	+45,817	New	+$4.29M	0.49%	59
2017 Q2	–	Sell	-69,863	Closed	-$6.28M	–	188
2017 Q1	$6.28M	Buy	+69,863	New	+$6.26M	0.82%	31

Other funds holding VCLT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DILIC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

AIMU

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

RWA Wealth Partners's VCLT Position: Q2 2020 in Review

RWA Wealth Partners sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2020, closing a stake of 2,249 shares — an estimated $218K sold.

RWA Wealth Partners first reported a position in VCLT in Q1 2017 and held it in 9 quarters. The position peaked at $6.28M in Q1 2017. 178 funds tracked by Wall St. Rank hold VCLT as of Q2 2020.

RWA Wealth Partners reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
RWA Wealth Partners sold 2,249 Vanguard Long-Term Corporate Bond ETF shares in Q2 2020, an estimated $218K.
RWA Wealth Partners first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2017 and held it in 9 quarters.
RWA Wealth Partners's Vanguard Long-Term Corporate Bond ETF position peaked at $6.28M in Q1 2017.
178 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2020.

Based on RWA Wealth Partners's 13F filing for Q2 2020, filed 3 Aug 2020.