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Lucia Wealth Services’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Lucia Wealth Services’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
2020
Q3 		$220K Sell
2,386
-411
-15% -$38.2K 0.05% 119
2020
Q2 		$257K Buy
2,797
+114
+4% +$10.2K 0.07% 115
2020
Q1 		$229K Buy
+2,683
New +$236K 0.08% 129

Other funds holding VTC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PIP
Peachtree Investment Partners Indian River Shores,, Florida $262M AUM 17.39% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lucia Wealth Services's VTC Position: Q3 2020 in Review

Lucia Wealth Services reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 15% in Q3 2020, selling an estimated $38.2K and leaving 2,386 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #119.

Lucia Wealth Services first reported a position in VTC in Q1 2020 and has held it in 3 quarters since. The position peaked at $257K in Q2 2020. 64 funds tracked by Wall St. Rank hold VTC as of Q3 2020.

  • Lucia Wealth Services held 2,386 shares of Vanguard Total Corporate Bond ETF worth $220K as of Q3 2020.
  • Lucia Wealth Services sold 411 Vanguard Total Corporate Bond ETF shares in Q3 2020, an estimated $38.2K.
  • Vanguard Total Corporate Bond ETF made up 0.05% of Lucia Wealth Services's portfolio in Q3 2020, its #119 holding.
  • Lucia Wealth Services first reported a position in Vanguard Total Corporate Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • Lucia Wealth Services's Vanguard Total Corporate Bond ETF position peaked at $257K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.