HHRDM
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H&H Retirement Design & Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

H&H Retirement Design & 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
2020
Q3 		– Sell
-10,319
Closed -$948K – 54
2020
Q2 		$948K Buy
10,319
+58
+0.6% +$5.17K 0.84% 30
2020
Q1 		$876K Buy
+10,261
New +$904K 0.83% 30

Other funds holding VTC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PIP
Peachtree Investment Partners Indian River Shores,, Florida $262M AUM 17.39% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

H&H Retirement Design & Management's VTC Position: Q3 2020 in Review

H&H Retirement Design & Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q3 2020, closing a stake of 10,319 shares — an estimated $948K sold.

H&H Retirement Design & Management first reported a position in VTC in Q1 2020 and held it in 2 quarters. The position peaked at $948K in Q2 2020. 64 funds tracked by Wall St. Rank hold VTC as of Q3 2020.

  • H&H Retirement Design & Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • H&H Retirement Design & Management sold 10,319 Vanguard Total Corporate Bond ETF shares in Q3 2020, an estimated $948K.
  • H&H Retirement Design & Management first reported a position in Vanguard Total Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • H&H Retirement Design & Management's Vanguard Total Corporate Bond ETF position peaked at $948K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2020.

Based on H&H Retirement Design & Management's 13F filing for Q3 2020, filed 1 Dec 2020.