LIWM
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Long Island Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Long Island Wealth Management’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
2024
Q1 		– Sell
-640
Closed -$50K – 404
2023
Q4 		$50K Buy
+640
New +$47.1K 0.04% 131

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GWM
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FAIM
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Long Island Wealth Management's VTC Position: Q1 2024 in Review

Long Island Wealth Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2024, closing a stake of 640 shares — an estimated $50K sold.

Long Island Wealth Management first reported a position in VTC in Q4 2023 and held it in 1 quarter. The position peaked at $50K in Q4 2023. 100 funds tracked by Wall St. Rank hold VTC as of Q1 2024.

  • Long Island Wealth Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 640 Vanguard Total Corporate Bond ETF shares in Q1 2024, an estimated $50K.
  • Long Island Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $50K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.