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Dupree Financial Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Dupree Financial Group’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
-2,692
Closed -$206K – 74
2024
Q1 		$206K Sell
2,692
-31
-1% -$2.37K 0.09% 59
2023
Q4 		$211K Buy
+2,723
New +$201K 0.1% 55

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WPC
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CAAS
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AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
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

Dupree Financial Group's VTC Position: Q2 2024 in Review

Dupree Financial Group sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2024, closing a stake of 2,692 shares — an estimated $206K sold.

Dupree Financial Group first reported a position in VTC in Q4 2023 and held it in 2 quarters. The position peaked at $211K in Q4 2023. 101 funds tracked by Wall St. Rank hold VTC as of Q2 2024.

  • Dupree Financial Group reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Dupree Financial Group sold 2,692 Vanguard Total Corporate Bond ETF shares in Q2 2024, an estimated $206K.
  • Dupree Financial Group first reported a position in Vanguard Total Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Dupree Financial Group's Vanguard Total Corporate Bond ETF position peaked at $211K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2024.

Based on Dupree Financial Group's 13F filing for Q2 2024, filed 23 Jul 2024.