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Allworth Financial’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Allworth Financial’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
Q4 		– Sell
-469
Closed -$34K – 3633
2023
Q3 		$34K Buy
+469
New +$34.8K ﹤0.01% 1264

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AWM
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MCCA
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WPC
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GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial's VTC Position: Q4 2023 in Review

Allworth Financial sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2023, closing a stake of 469 shares — an estimated $34K sold.

Allworth Financial first reported a position in VTC in Q3 2023 and held it in 1 quarter. The position peaked at $34K in Q3 2023. 100 funds tracked by Wall St. Rank hold VTC as of Q4 2023.

  • Allworth Financial reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 469 Vanguard Total Corporate Bond ETF shares in Q4 2023, an estimated $34K.
  • Allworth Financial first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Allworth Financial's Vanguard Total Corporate Bond ETF position peaked at $34K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.