Joseph P. Lucia & Associates’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-1,240	Closed	-$96K	–	432
2022 Q2	$96K	Sell	1,240 -1,685	-58%	-$133K	0.07%	146
2022 Q1	$244K	Sell	2,925 -3,125	-52%	-$269K	0.15%	102
2021 Q4	$549K	Sell	6,050 -545	-8%	-$49.6K	0.35%	67
2021 Q3	$602K	Sell	6,595 -190	-3%	-$17.6K	0.36%	71
2021 Q2	$624K	Sell	6,785 -180	-3%	-$16.3K	0.37%	70
2021 Q1	$623K	Sell	6,965 -40	-0.6%	-$3.65K	0.28%	67
2020 Q4	$660K	Buy	7,005 +2,450	+54%	+$228K	0.46%	57
2020 Q3	$420K	Buy	+4,555	New	+$424K	0.39%	64

Other funds holding VTC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

PWAG

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

WFA

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Joseph P. Lucia & Associates's VTC Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Vanguard Total Corporate Bond ETF (VTC) in Q3 2022, closing a stake of 1,240 shares — an estimated $96K sold.

Joseph P. Lucia & Associates first reported a position in VTC in Q3 2020 and held it in 8 quarters. The position peaked at $660K in Q4 2020. 73 funds tracked by Wall St. Rank hold VTC as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Vanguard Total Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 1,240 Vanguard Total Corporate Bond ETF shares in Q3 2022, an estimated $96K.
Joseph P. Lucia & Associates first reported a position in Vanguard Total Corporate Bond ETF in Q3 2020 and held it in 8 quarters.
Joseph P. Lucia & Associates's Vanguard Total Corporate Bond ETF position peaked at $660K in Q4 2020.
73 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.