AAS
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Avantax Advisory Services’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Avantax Advisory Services’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
2022
Q4 		– Sell
-3,409
Closed -$247K – 1466
2022
Q3 		$247K Buy
+3,409
New +$263K ﹤0.01% 1095

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CAAS
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Envestnet Asset Management
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WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Avantax Advisory Services's VTC Position: Q4 2022 in Review

Avantax Advisory Services sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2022, closing a stake of 3,409 shares — an estimated $247K sold.

Avantax Advisory Services first reported a position in VTC in Q3 2022 and held it in 1 quarter. The position peaked at $247K in Q3 2022. 75 funds tracked by Wall St. Rank hold VTC as of Q4 2022.

  • Avantax Advisory Services reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 3,409 Vanguard Total Corporate Bond ETF shares in Q4 2022, an estimated $247K.
  • Avantax Advisory Services first reported a position in Vanguard Total Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Avantax Advisory Services's Vanguard Total Corporate Bond ETF position peaked at $247K in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.