Beam Wealth Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Beam Wealth Advisors’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 Q3	–	Sell	-2,850	Closed	-$216K	–	110
2023 Q2	$216K	Buy	2,850 +27	+1%	+$2.05K	0.15%	95
2023 Q1	$216K	Buy	2,823 +17	+0.6%	+$1.29K	0.22%	93
2022 Q4	$208K	Buy	2,806 +32	+1%	+$2.36K	0.22%	94
2022 Q3	$201K	Buy	2,774 +21	+0.8%	+$1.62K	0.22%	97
2022 Q2	$212K	Buy	2,753 +19	+0.7%	+$1.5K	0.24%	97
2022 Q1	$228K	Buy	2,734 +10	+0.4%	+$860	0.26%	82
2021 Q4	$247K	Buy	+2,724	New	+$248K	0.28%	79

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 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

RWP

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

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

Beam Wealth Advisors's VTC Position: Q3 2023 in Review

Beam Wealth Advisors sold out of Vanguard Total Corporate Bond ETF (VTC) in Q3 2023, closing a stake of 2,850 shares — an estimated $216K sold.

Beam Wealth Advisors first reported a position in VTC in Q4 2021 and held it in 7 quarters. The position peaked at $247K in Q4 2021. 80 funds tracked by Wall St. Rank hold VTC as of Q3 2023.

Beam Wealth Advisors reported no remaining Vanguard Total Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Beam Wealth Advisors sold 2,850 Vanguard Total Corporate Bond ETF shares in Q3 2023, an estimated $216K.
Beam Wealth Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Beam Wealth Advisors's Vanguard Total Corporate Bond ETF position peaked at $247K in Q4 2021.
80 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2023.

Based on Beam Wealth Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.