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WealthTrust Fairport’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

WealthTrust Fairport’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
2014
Q2 		– Sell
-1,978
Closed -$173K – 379
2014
Q1 		$173K Buy
+1,978
New +$169K 0.03% 116

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USAA
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MAA
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WI
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SCM
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AssetMark Inc
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

WealthTrust Fairport's VCLT Position: Q2 2014 in Review

WealthTrust Fairport sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2014, closing a stake of 1,978 shares — an estimated $173K sold.

WealthTrust Fairport first reported a position in VCLT in Q1 2014 and held it in 1 quarter. The position peaked at $173K in Q1 2014. 56 funds tracked by Wall St. Rank hold VCLT as of Q2 2014.

  • WealthTrust Fairport reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • WealthTrust Fairport sold 1,978 Vanguard Long-Term Corporate Bond ETF shares in Q2 2014, an estimated $173K.
  • WealthTrust Fairport first reported a position in Vanguard Long-Term Corporate Bond ETF in Q1 2014 and held it in 1 quarter.
  • WealthTrust Fairport's Vanguard Long-Term Corporate Bond ETF position peaked at $173K in Q1 2014.
  • 56 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2014.

Based on WealthTrust Fairport's 13F filing for Q2 2014, filed 8 Aug 2014.