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HCR Wealth Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

HCR Wealth Advisors’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
Q1 		– Sell
-236
Closed -$22K – 283
2020
Q4 		$22K Buy
236
+38
+19% +$3.53K ﹤0.01% 233
2020
Q3 		$18K Buy
198
+68
+52% +$6.33K ﹤0.01% 212
2020
Q2 		$12K Buy
+130
New +$11.6K ﹤0.01% 223

Other funds holding VTC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HCR Wealth Advisors's VTC Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2021, closing a stake of 236 shares — an estimated $22K sold.

HCR Wealth Advisors first reported a position in VTC in Q2 2020 and held it in 3 quarters. The position peaked at $22K in Q4 2020. 64 funds tracked by Wall St. Rank hold VTC as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 236 Vanguard Total Corporate Bond ETF shares in Q1 2021, an estimated $22K.
  • HCR Wealth Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • HCR Wealth Advisors's Vanguard Total Corporate Bond ETF position peaked at $22K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.