Western Wealth Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Western Wealth Management’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 Q2	–	Sell	-2,130	Closed	-$200K	–	858
2022 Q1	$200K	Sell	2,130 -1,347	-39%	-$131K	0.01%	792
2021 Q4	$363K	Buy	+3,477	New	+$370K	0.04%	408
2021 Q2	$811K	Sell	7,645 -4,495	-37%	-$465K	0.08%	246
2021 Q1	$1.23M	Buy	12,140 +939	+8%	+$98.3K	0.17%	140
2020 Q4	$1.24M	Sell	11,201 -250	-2%	-$27.2K	0.18%	131
2020 Q3	$1.23M	Buy	11,451 +1,007	+10%	+$110K	0.2%	120
2020 Q2	$1.12M	Buy	10,444 +1,022	+11%	+$105K	0.2%	121
2020 Q1	$917K	Sell	9,422 -177	-2%	-$17.9K	0.21%	113
2019 Q4	$973K	Buy	9,599 +669	+7%	+$67.4K	0.15%	142
2019 Q3	$908K	Buy	8,930 +570	+7%	+$56.7K	0.19%	128
2019 Q2	$812K	Sell	8,360 -83	-1%	-$7.66K	0.11%	151
2019 Q1	$771K	Sell	8,443 -312	-4%	-$27.4K	0.17%	138
2018 Q4	$744K	Buy	+8,755	New	+$743K	0.2%	128

Other funds holding VCLT

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

AIMU

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Western Wealth Management's VCLT Position: Q2 2022 in Review

Western Wealth Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2022, closing a stake of 2,130 shares — an estimated $200K sold.

Western Wealth Management first reported a position in VCLT in Q4 2018 and held it in 13 quarters. The position peaked at $1.24M in Q4 2020. 213 funds tracked by Wall St. Rank hold VCLT as of Q2 2022.

Western Wealth Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Western Wealth Management sold 2,130 Vanguard Long-Term Corporate Bond ETF shares in Q2 2022, an estimated $200K.
Western Wealth Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q4 2018 and held it in 13 quarters.
Western Wealth Management's Vanguard Long-Term Corporate Bond ETF position peaked at $1.24M in Q4 2020.
213 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.