Wealthspire Advisors (Maryland)’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-115	Closed	-$11K	–	1972
2019 Q1	$11K	Hold	115	–	–	﹤0.01%	1506
2018 Q4	$10K	Hold	115	–	–	﹤0.01%	1480
2018 Q3	$10K	Hold	115	–	–	﹤0.01%	1529
2018 Q2	$10K	Hold	115	–	–	﹤0.01%	1555
2018 Q1	$11K	Hold	115	–	–	﹤0.01%	1543
2017 Q4	$11K	Buy	+115	New	+$10.9K	﹤0.01%	1562

Other funds holding VCLT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIMU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VCLT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2019, closing a stake of 115 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in VCLT in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q1 2019. 142 funds tracked by Wall St. Rank hold VCLT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 115 Vanguard Long-Term Corporate Bond ETF shares in Q2 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Long-Term Corporate Bond ETF position peaked at $11K in Q1 2019.
142 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.