Summit Wealth Group’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Summit Wealth Group’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
2026 Q1	$229K	Hold	3,068	–	–	0.05%	118
2025 Q4	$233K	Hold	3,068	–	–	0.05%	109
2025 Q3	$238K	Sell	3,068 -118	-4%	-$8.97K	0.06%	103
2025 Q2	$242K	Hold	3,186	–	–	0.06%	104
2025 Q1	$242K	Hold	3,186	–	–	0.07%	91
2024 Q4	$238K	Buy	+3,186	New	+$248K	0.07%	89
2024 Q2	–	Sell	-2,749	Closed	-$215K	–	97
2024 Q1	$215K	Buy	2,749 +26	+1%	+$2.03K	0.15%	43
2023 Q4	$218K	Buy	+2,723	New	+$200K	0.17%	39
2023 Q2	–	Sell	-24,474	Closed	–	–	252
2023 Q1	$0	Buy	+24,474	New	+$1.93M	﹤0.01%	258
2021 Q3	–	Sell	-614	Closed	-$66K	–	208
2021 Q2	$66K	Hold	614	–	–	0.1%	44
2021 Q1	$62K	Buy	+614	New	+$64.3K	0.1%	40

Other funds holding VCLT

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.26B AUM 19.99% 1-Year Est. Return

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

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return