CAPTRUST Financial Advisors
VTC icon

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

CAPTRUST Financial 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
2020
Q4 		– Sell
-922
Closed -$85K – 3523
2020
Q3 		$85K Buy
922
+15
+2% +$1.4K ﹤0.01% 1409
2020
Q2 		$84K Sell
907
-1,396
-61% -$124K ﹤0.01% 1409
2020
Q1 		$193K Hold
2,303
– – ﹤0.01% 866
2019
Q4 		$204K Buy
+2,303
New +$203K ﹤0.01% 970

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RH
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LPL Financial
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SEM
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22CM
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Vanguard Group
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Jane Street
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Citadel Advisors
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CAPTRUST Financial Advisors's VTC Position: Q4 2020 in Review

CAPTRUST Financial Advisors sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2020, closing a stake of 922 shares — an estimated $85K sold.

CAPTRUST Financial Advisors first reported a position in VTC in Q4 2019 and held it in 4 quarters. The position peaked at $204K in Q4 2019. 70 funds tracked by Wall St. Rank hold VTC as of Q4 2020.

  • CAPTRUST Financial Advisors reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 922 Vanguard Total Corporate Bond ETF shares in Q4 2020, an estimated $85K.
  • CAPTRUST Financial Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Vanguard Total Corporate Bond ETF position peaked at $204K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.