Sowell Financial Services’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-1,372	Closed	-$142K	–	2636
2021 Q1	$142K	Buy	1,372 +1,123	+451%	+$118K	﹤0.01%	1216
2020 Q4	$28K	Buy	249 +160	+180%	+$17.4K	﹤0.01%	1607
2020 Q3	$10K	Hold	89	–	–	﹤0.01%	1816
2020 Q2	$9K	Hold	89	–	–	﹤0.01%	1744
2020 Q1	$9K	Sell	89 -274	-75%	-$27.8K	﹤0.01%	1654
2019 Q4	$37K	Buy	363 +91	+33%	+$9.17K	﹤0.01%	1250
2019 Q3	$28K	Buy	+272	New	+$27K	﹤0.01%	1179

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

AIMU

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

KCMRT

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

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Sowell Financial Services's VCLT Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2021, closing a stake of 1,372 shares — an estimated $142K sold.

Sowell Financial Services first reported a position in VCLT in Q3 2019 and held it in 7 quarters. The position peaked at $142K in Q1 2021. 201 funds tracked by Wall St. Rank hold VCLT as of Q2 2021.

Sowell Financial Services reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,372 Vanguard Long-Term Corporate Bond ETF shares in Q2 2021, an estimated $142K.
Sowell Financial Services first reported a position in Vanguard Long-Term Corporate Bond ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Vanguard Long-Term Corporate Bond ETF position peaked at $142K in Q1 2021.
201 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.