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

Carroll Financial Associates’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
2021 Q4	$109K	Hold	1,200	–	–	0.01%	516
2021 Q3	$109K	Hold	1,200	–	–	0.01%	517
2021 Q2	$110K	Hold	1,200	–	–	0.01%	557
2021 Q1	$107K	Hold	1,200	–	–	0.01%	552
2020 Q4	$112K	Hold	1,200	–	–	0.01%	494
2020 Q3	$110K	Hold	1,200	–	–	0.01%	463
2020 Q2	$110K	Hold	1,200	–	–	0.01%	452
2020 Q1	$102K	Hold	1,200	–	–	0.01%	417
2019 Q4	$106K	Hold	1,200	–	–	0.01%	484
2019 Q3	$106K	Hold	1,200	–	–	0.01%	495
2019 Q2	$104K	Buy	+1,200	New	+$101K	0.01%	493

Other funds holding VTC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carroll Financial Associates's VTC Position: Q4 2021 in Review

Carroll Financial Associates held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q4 2021 at 1,200 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #516.

Carroll Financial Associates first reported a position in VTC in Q2 2019 and has held it in 11 quarters since. The position peaked at $112K in Q4 2020. 76 funds tracked by Wall St. Rank hold VTC as of Q4 2021.

Carroll Financial Associates held 1,200 shares of Vanguard Total Corporate Bond ETF worth $109K as of Q4 2021.
Carroll Financial Associates left its Vanguard Total Corporate Bond ETF share count unchanged in Q4 2021.
Vanguard Total Corporate Bond ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #516 holding.
Carroll Financial Associates first reported a position in Vanguard Total Corporate Bond ETF in Q2 2019 and has held it in 11 quarters since.
Carroll Financial Associates's Vanguard Total Corporate Bond ETF position peaked at $112K in Q4 2020.
76 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.