Visionary Wealth Advisors’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,086
Closed -$808K 507
2023
Q4
$808K Buy
+10,086
New +$742K 0.06% 251
2022
Q2
Sell
-5,168
Closed -$484K 474
2022
Q1
$484K Sell
5,168
-44,557
-90% -$4.33M 0.04% 254
2021
Q4
$5.26M Buy
49,725
+1,326
+3% +$141K 0.43% 58
2021
Q3
$5.11M Buy
48,399
+7,664
+19% +$829K 0.53% 49
2021
Q2
$4.36M Buy
+40,735
New +$4.21M 0.44% 56

Other funds holding VCLT

Visionary Wealth Advisors's VCLT Position: Q1 2024 in Review

Visionary Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q1 2024, closing a stake of 10,086 shares — an estimated $808K sold.

Visionary Wealth Advisors first reported a position in VCLT in Q2 2021 and held it in 5 quarters. The position peaked at $5.26M in Q4 2021. 303 funds tracked by Wall St. Rank hold VCLT as of Q1 2024.

  • Visionary Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 10,086 Vanguard Long-Term Corporate Bond ETF shares in Q1 2024, an estimated $808K.
  • Visionary Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
  • Visionary Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $5.26M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q1 2024.

Based on Visionary Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.