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

VitalStone Financial’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
2024 Q3	$46.9K	Buy	578 +7	+1%	+$554	0.03%	175
2024 Q2	$43.3K	Sell	571 -120	-17%	-$9.1K	0.03%	177
2024 Q1	$54K	Sell	691 -55	-7%	-$4.29K	0.04%	166
2023 Q4	$60K	Sell	746 -180	-19%	-$13.2K	0.05%	142
2023 Q3	$66K	Buy	926 +367	+66%	+$27.7K	0.06%	118
2023 Q2	$45K	Buy	+559	New	+$43.7K	0.03%	364
2023 Q1	–	Sell	-531	Closed	-$40K	–	517
2022 Q4	$40K	Buy	+531	New	+$39.9K	0.03%	186

Other funds holding VCLT

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

MYLI

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

AIMU

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

JHU

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

DILIC

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

VitalStone Financial's VCLT Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 1.2% in Q3 2024, buying an estimated $554 and bringing the position to 578 shares worth $46.9K. The position accounts for 0.03% of the portfolio, ranked #175.

VitalStone Financial first reported a position in VCLT in Q4 2022 and has held it in 7 quarters since. The position peaked at $66K in Q3 2023. 329 funds tracked by Wall St. Rank hold VCLT as of Q3 2024.

VitalStone Financial held 578 shares of Vanguard Long-Term Corporate Bond ETF worth $46.9K as of Q3 2024.
VitalStone Financial bought 7 Vanguard Long-Term Corporate Bond ETF shares in Q3 2024, an estimated $554.
Vanguard Long-Term Corporate Bond ETF made up 0.03% of VitalStone Financial's portfolio in Q3 2024, its #175 holding.
VitalStone Financial first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2022 and has held it in 7 quarters since.
VitalStone Financial's Vanguard Long-Term Corporate Bond ETF position peaked at $66K in Q3 2023.
329 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.