Secure Asset Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Secure Asset 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
2022 Q2	–	Sell	-6,098	Closed	-$571K	–	219
2022 Q1	$571K	Sell	6,098 -466	-7%	-$45.3K	0.26%	81
2021 Q4	$695K	Buy	6,564 +573	+10%	+$61K	0.28%	62
2021 Q3	$632K	Sell	5,991 -1,328	-18%	-$144K	0.31%	54
2021 Q2	$783K	Buy	7,319 +695	+10%	+$71.9K	0.4%	42
2021 Q1	$671K	Sell	6,624 -138	-2%	-$14.4K	0.37%	53
2020 Q4	$751K	Buy	6,762 +1,267	+23%	+$138K	0.44%	49
2020 Q3	$587K	Sell	5,495 -568	-9%	-$62.1K	0.4%	57
2020 Q2	$644K	Buy	6,063 +2,810	+86%	+$288K	0.45%	60
2020 Q1	$316K	Buy	+3,253	New	+$330K	0.34%	73

Other funds holding VCLT

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 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

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

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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