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	–	2641
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

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

Bank of America

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