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Colony Family Offices’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Colony Family Offices’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
-23
Closed -$1.76K – 70
2024
Q1 		$1.76K Buy
+23
New +$1.76K ﹤0.01% 70

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Bank of America
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MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Colony Family Offices's VTC Position: Q2 2024 in Review

Colony Family Offices sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2024, closing a stake of 23 shares — an estimated $1.76K sold.

Colony Family Offices first reported a position in VTC in Q1 2024 and held it in 1 quarter. The position peaked at $1.76K in Q1 2024. 101 funds tracked by Wall St. Rank hold VTC as of Q2 2024.

  • Colony Family Offices reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Colony Family Offices sold 23 Vanguard Total Corporate Bond ETF shares in Q2 2024, an estimated $1.76K.
  • Colony Family Offices first reported a position in Vanguard Total Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Colony Family Offices's Vanguard Total Corporate Bond ETF position peaked at $1.76K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2024.

Based on Colony Family Offices's 13F filing for Q2 2024, filed 2 Aug 2024.