JBJ Investment Partners’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

JBJ Investment Partners’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 Q4	$21.9M	Buy	241,304 +35,642	+17%	+$3.24M	4.52%	9
2021 Q3	$18.8M	Sell	205,662 -284	-0.1%	-$26.3K	3.9%	9
2021 Q2	$18.9M	Buy	205,946 +4,653	+2%	+$421K	3.89%	9
2021 Q1	$18M	Buy	201,293 +5,412	+3%	+$494K	3.94%	8
2020 Q4	$18.4M	Buy	195,881 +6,084	+3%	+$566K	4.19%	8
2020 Q3	$17.5M	Buy	189,797 +141,325	+292%	+$13.2M	4.57%	6
2020 Q2	$4.45M	Buy	48,472 +3,939	+9%	+$351K	1.28%	15
2020 Q1	$3.8M	Buy	+44,533	New	+$3.92M	1.36%	15

Other funds holding VTC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

CAAS

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

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JBJ Investment Partners's VTC Position: Q4 2021 in Review

JBJ Investment Partners increased its Vanguard Total Corporate Bond ETF (VTC) stake by 17% in Q4 2021, buying an estimated $3.24M and bringing the position to 241,304 shares worth $21.9M. The position accounts for 4.52% of the portfolio, ranked #9.

JBJ Investment Partners first reported a position in VTC in Q1 2020 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold VTC as of Q4 2021.

JBJ Investment Partners held 241,304 shares of Vanguard Total Corporate Bond ETF worth $21.9M as of Q4 2021.
JBJ Investment Partners bought 35,642 Vanguard Total Corporate Bond ETF shares in Q4 2021, an estimated $3.24M.
Vanguard Total Corporate Bond ETF made up 4.52% of JBJ Investment Partners's portfolio in Q4 2021, its #9 holding.
JBJ Investment Partners first reported a position in Vanguard Total Corporate Bond ETF in Q1 2020 and has held it in 8 quarters since.
76 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.