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AFS Financial Group’s Vanguard Core Bond ETF VCRB Stock Holding History

AFS Financial Group’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,344
Closed -$254K – 17
2024
Q2 		$254K Sell
3,344
-7,206
-68% -$544K 3.4% 11
2024
Q1 		$807K Buy
+10,550
New +$806K 3.4% 9

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TFG
Tull Financial Group Chesapeake, Virginia $224M AUM 13.62% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

AFS Financial Group's VCRB Position: Q3 2024 in Review

AFS Financial Group sold out of Vanguard Core Bond ETF (VCRB) in Q3 2024, closing a stake of 3,344 shares — an estimated $254K sold.

AFS Financial Group first reported a position in VCRB in Q1 2024 and held it in 2 quarters. The position peaked at $807K in Q1 2024. 56 funds tracked by Wall St. Rank hold VCRB as of Q3 2024.

  • AFS Financial Group reported no remaining Vanguard Core Bond ETF position as of Q3 2024 after selling out during the quarter.
  • AFS Financial Group sold 3,344 Vanguard Core Bond ETF shares in Q3 2024, an estimated $254K.
  • AFS Financial Group first reported a position in Vanguard Core Bond ETF in Q1 2024 and held it in 2 quarters.
  • AFS Financial Group's Vanguard Core Bond ETF position peaked at $807K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2024.

Based on AFS Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.