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

WCG Wealth Advisors’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
2022
Q3 		– Sell
-3,834
Closed -$311K – 305
2022
Q2 		$311K Buy
+3,834
New +$323K 0.04% 207

Other funds holding VCLT

DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCG Wealth Advisors's VCLT Position: Q3 2022 in Review

WCG Wealth Advisors sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q3 2022, closing a stake of 3,834 shares — an estimated $311K sold.

WCG Wealth Advisors first reported a position in VCLT in Q2 2022 and held it in 1 quarter. The position peaked at $311K in Q2 2022. 206 funds tracked by Wall St. Rank hold VCLT as of Q3 2022.

  • WCG Wealth Advisors reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 3,834 Vanguard Long-Term Corporate Bond ETF shares in Q3 2022, an estimated $311K.
  • WCG Wealth Advisors first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's Vanguard Long-Term Corporate Bond ETF position peaked at $311K in Q2 2022.
  • 206 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2022.

Based on WCG Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.