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GeoWealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

GeoWealth 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
2023
Q3 		– Sell
-52
Closed -$4K – 523
2023
Q2 		$4K Buy
+52
New +$3.94K ﹤0.01% 417

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GeoWealth Management's VTC Position: Q3 2023 in Review

GeoWealth Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q3 2023, closing a stake of 52 shares — an estimated $4K sold.

GeoWealth Management first reported a position in VTC in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 80 funds tracked by Wall St. Rank hold VTC as of Q3 2023.

  • GeoWealth Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • GeoWealth Management sold 52 Vanguard Total Corporate Bond ETF shares in Q3 2023, an estimated $4K.
  • GeoWealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • GeoWealth Management's Vanguard Total Corporate Bond ETF position peaked at $4K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2023.

Based on GeoWealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.