Simplicity Solutions’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-46,262	Closed	-$5.14M	–	946
2020 Q4	$5.14M	Sell	46,262 -7,504	-14%	-$816K	0.08%	224
2020 Q3	$5.75M	Sell	53,766 -7,729	-13%	-$844K	0.11%	179
2020 Q2	$6.54M	Buy	61,495 +12,396	+25%	+$1.27M	0.13%	151
2020 Q1	$4.77M	Sell	49,099 -5,161	-10%	-$523K	0.15%	117
2019 Q4	$5.5M	Sell	54,260 -444	-0.8%	-$44.8K	0.17%	111
2019 Q3	$5.53M	Buy	54,704 +5,557	+11%	+$552K	0.23%	71
2019 Q2	$4.76M	Buy	49,147 +33,840	+221%	+$3.12M	0.2%	75
2019 Q1	$1.4M	Buy	+15,307	New	+$1.34M	0.08%	207

Other funds holding VCLT

AIMU

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

DILIC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

KCMRT

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Simplicity Solutions's VCLT Position: Q1 2021 in Review

Simplicity Solutions sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2021, closing a stake of 46,262 shares — an estimated $5.14M sold.

Simplicity Solutions first reported a position in VCLT in Q1 2019 and held it in 8 quarters. The position peaked at $6.54M in Q2 2020. 202 funds tracked by Wall St. Rank hold VCLT as of Q1 2021.

Simplicity Solutions reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 46,262 Vanguard Long-Term Corporate Bond ETF shares in Q1 2021, an estimated $5.14M.
Simplicity Solutions first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2019 and held it in 8 quarters.
Simplicity Solutions's Vanguard Long-Term Corporate Bond ETF position peaked at $6.54M in Q2 2020.
202 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.