EWM
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Evermay Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Evermay Wealth Management’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
Q1 		– Sell
-74
Closed -$5.74K – 727
2023
Q4 		$5.74K Buy
+74
New +$5.45K ﹤0.01% 480

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FAIM
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Evermay Wealth Management's VTC Position: Q1 2024 in Review

Evermay Wealth Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2024, closing a stake of 74 shares — an estimated $5.74K sold.

Evermay Wealth Management first reported a position in VTC in Q4 2023 and held it in 1 quarter. The position peaked at $5.74K in Q4 2023. 100 funds tracked by Wall St. Rank hold VTC as of Q1 2024.

  • Evermay Wealth Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 74 Vanguard Total Corporate Bond ETF shares in Q1 2024, an estimated $5.74K.
  • Evermay Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $5.74K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.