Checchi Capital Advisers’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Checchi Capital Advisers’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
2024 Q2	–	Sell	-2,830	Closed	-$217K	–	591
2024 Q1	$217K	Hold	2,830	–	–	0.02%	525
2023 Q4	$219K	Buy	+2,830	New	+$208K	0.02%	509
2022 Q2	–	Sell	-23,255	Closed	-$1.94M	–	616
2022 Q1	$1.94M	Sell	23,255 -3,160	-12%	-$272K	0.17%	97
2021 Q4	$2.4M	Buy	26,415 +220	+0.8%	+$20K	0.21%	79
2021 Q3	$2.39M	Hold	26,195	–	–	0.24%	74
2021 Q2	$2.41M	Hold	26,195	–	–	0.24%	80
2021 Q1	$2.34M	Buy	26,195 +1,919	+8%	+$175K	0.23%	78
2020 Q4	$2.29M	Sell	24,276 -74	-0.3%	-$6.88K	0.24%	77
2020 Q3	$2.24M	Hold	24,350	–	–	0.25%	68
2020 Q2	$2.24M	Buy	24,350 +2,919	+14%	+$260K	0.27%	57
2020 Q1	$1.83M	Buy	+21,431	New	+$1.89M	0.18%	61

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

DW30

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Checchi Capital Advisers's VTC Position: Q2 2024 in Review

Checchi Capital Advisers sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2024, closing a stake of 2,830 shares — an estimated $217K sold.

Checchi Capital Advisers first reported a position in VTC in Q1 2020 and held it in 11 quarters. The position peaked at $2.41M in Q2 2021. 101 funds tracked by Wall St. Rank hold VTC as of Q2 2024.

Checchi Capital Advisers reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Checchi Capital Advisers sold 2,830 Vanguard Total Corporate Bond ETF shares in Q2 2024, an estimated $217K.
Checchi Capital Advisers first reported a position in Vanguard Total Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
Checchi Capital Advisers's Vanguard Total Corporate Bond ETF position peaked at $2.41M in Q2 2021.
101 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2024.

Based on Checchi Capital Advisers's 13F filing for Q2 2024, filed 26 Jul 2024.