Householder Group Estate & Retirement Specialist’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Householder Group Estate & Retirement Specialist’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	$2K	Buy	+25	New	+$1.9K	﹤0.01%	1108
2022 Q4	–	Sell	-31	Closed	-$2K	–	1140
2022 Q3	$2K	Buy	+31	New	+$2.39K	﹤0.01%	990

Other funds holding VTC

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

CAAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PWAG

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's VTC Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Vanguard Total Corporate Bond ETF (VTC) in Q1 2023: 25 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1108 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in VTC as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in VTC in Q3 2022 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold VTC as of Q1 2023.

Householder Group Estate & Retirement Specialist held 25 shares of Vanguard Total Corporate Bond ETF worth $2K as of Q1 2023.
Vanguard Total Corporate Bond ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
Vanguard Total Corporate Bond ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1108 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Total Corporate Bond ETF in Q3 2022 and has held it in 2 quarters since.
79 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.