Accel Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Accel Wealth Management’s Portfolio VTC Stock Details VTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-135	Closed	-$10.3K	–	854
2023 Q1	$10.3K	Hold	135	–	–	﹤0.01%	871
2022 Q4	$10K	Hold	135	–	–	﹤0.01%	703
2022 Q3	$10K	Hold	135	–	–	0.01%	737
2022 Q2	$11K	Hold	135	–	–	0.01%	696
2022 Q1	$11K	Hold	135	–	–	0.01%	698
2021 Q4	$12K	Hold	135	–	–	0.01%	686
2021 Q3	$12K	Hold	135	–	–	0.01%	608
2021 Q2	$12K	Hold	135	–	–	0.01%	664
2021 Q1	$12K	Hold	135	–	–	0.01%	629
2020 Q4	$13K	Buy	+135	New	+$12.6K	0.01%	584

Other funds holding VTC

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Accel Wealth Management's VTC Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2023, closing a stake of 135 shares — an estimated $10.3K sold.

Accel Wealth Management first reported a position in VTC in Q4 2020 and held it in 10 quarters. The position peaked at $13K in Q4 2020. 78 funds tracked by Wall St. Rank hold VTC as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 135 Vanguard Total Corporate Bond ETF shares in Q2 2023, an estimated $10.3K.
Accel Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $13K in Q4 2020.
78 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.