Harvest Group Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Harvest Group 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
2023 Q1	$67.7K	Sell	884 -1,104	-56%	-$83.8K	0.04%	60
2022 Q4	$148K	Hold	1,988	–	–	0.1%	55
2022 Q3	$140K	Sell	1,988 -1	-0.1%	-$77	0.09%	58
2022 Q2	$158K	Buy	+1,989	New	+$157K	0.1%	55

Other funds holding VTC

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Harvest Group Wealth Management's VTC Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 56% in Q1 2023, selling an estimated $83.8K and leaving 884 shares worth $67.7K. The position accounts for 0.04% of the portfolio, ranked #60.

Harvest Group Wealth Management first reported a position in VTC in Q2 2022 and has held it in 4 quarters since. The position peaked at $158K in Q2 2022. 79 funds tracked by Wall St. Rank hold VTC as of Q1 2023.

Harvest Group Wealth Management held 884 shares of Vanguard Total Corporate Bond ETF worth $67.7K as of Q1 2023.
Harvest Group Wealth Management sold 1,104 Vanguard Total Corporate Bond ETF shares in Q1 2023, an estimated $83.8K.
Vanguard Total Corporate Bond ETF made up 0.04% of Harvest Group Wealth Management's portfolio in Q1 2023, its #60 holding.
Harvest Group Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q2 2022 and has held it in 4 quarters since.
Harvest Group Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $158K in Q2 2022.
79 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.