Gerber Kawasaki Wealth & Investment Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021 Q4	–	Sell	-100	Closed	-$9K	–	1098
2021 Q3	$9K	Buy	+100	New	+$9.25K	﹤0.01%	665

Other funds holding VTC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VTC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2021, closing a stake of 100 shares — an estimated $9K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VTC in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 76 funds tracked by Wall St. Rank hold VTC as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 100 Vanguard Total Corporate Bond ETF shares in Q4 2021, an estimated $9K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Total Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's Vanguard Total Corporate Bond ETF position peaked at $9K in Q3 2021.
76 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.