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HeadInvest LLC’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-121
Closed -$8.66K – 696
2023
Q3 		$8.66K Buy
+121
New +$8.99K ﹤0.01% 570

Other funds holding VTC

NL
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HeadInvest LLC's VTC Position: Q4 2023 in Review

HeadInvest LLC sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2023, closing a stake of 121 shares — an estimated $8.66K sold.

HeadInvest LLC first reported a position in VTC in Q3 2023 and held it in 1 quarter. The position peaked at $8.66K in Q3 2023. 100 funds tracked by Wall St. Rank hold VTC as of Q4 2023.

  • HeadInvest LLC reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 121 Vanguard Total Corporate Bond ETF shares in Q4 2023, an estimated $8.66K.
  • HeadInvest LLC first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Vanguard Total Corporate Bond ETF position peaked at $8.66K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.