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Bishop & Co Investment Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Bishop & Co Investment 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
2019
Q4 		– Sell
-3,529
Closed -$312K – 25
2019
Q3 		$312K Sell
3,529
-305
-8% -$26.7K 0.23% 19
2019
Q2 		$333K Hold
3,834
– – 0.24% 19
2019
Q1 		$321K Hold
3,834
– – 0.24% 20
2018
Q4 		$307K Buy
+3,834
New +$306K 0.26% 18

Other funds holding VTC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $668M AUM 22.34% 1-Year Est. Return
PIP
Peachtree Investment Partners Indian River Shores,, Florida $262M AUM 17.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bishop & Co Investment Management's VTC Position: Q4 2019 in Review

Bishop & Co Investment Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2019, closing a stake of 3,529 shares — an estimated $312K sold.

Bishop & Co Investment Management first reported a position in VTC in Q4 2018 and held it in 4 quarters. The position peaked at $333K in Q2 2019. 31 funds tracked by Wall St. Rank hold VTC as of Q4 2019.

  • Bishop & Co Investment Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Bishop & Co Investment Management sold 3,529 Vanguard Total Corporate Bond ETF shares in Q4 2019, an estimated $312K.
  • Bishop & Co Investment Management first reported a position in Vanguard Total Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
  • Bishop & Co Investment Management's Vanguard Total Corporate Bond ETF position peaked at $333K in Q2 2019.
  • 31 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2019.

Based on Bishop & Co Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.