Source Financial Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Source Financial Advisors’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 Q1	–	Sell	-3,701	Closed	-$392K	–	118
2021 Q4	$392K	Sell	3,701 -142	-4%	-$15.1K	0.11%	88
2021 Q3	$406K	Buy	3,843 +40	+1%	+$4.33K	0.11%	79
2021 Q2	$407K	Sell	3,803 -38	-1%	-$3.93K	0.1%	78
2021 Q1	$389K	Buy	3,841 +46	+1%	+$4.82K	0.1%	79
2020 Q4	$422K	Buy	+3,795	New	+$413K	0.11%	79

Other funds holding VCLT

DILIC

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

KCMRT

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Source Financial Advisors's VCLT Position: Q1 2022 in Review

Source Financial Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2022, closing a stake of 3,701 shares — an estimated $392K sold.

Source Financial Advisors first reported a position in VCLT in Q4 2020 and held it in 5 quarters. The position peaked at $422K in Q4 2020. 216 funds tracked by Wall St. Rank hold VCLT as of Q1 2022.

Source Financial Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Source Financial Advisors sold 3,701 Vanguard Long-Term Corporate Bond ETF shares in Q1 2022, an estimated $392K.
Source Financial Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Source Financial Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $422K in Q4 2020.
216 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2022.

Based on Source Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.