Patriot Financial Group Insurance Agency’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Patriot Financial Group Insurance Agency’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	-3,472	Closed	-$268K	–	1914
2022 Q2	$268K	Sell	3,472 -631	-15%	-$49.7K	0.05%	326
2022 Q1	$343K	Buy	4,103 +130	+3%	+$11.2K	0.06%	308
2021 Q4	$360K	Sell	3,973 -48	-1%	-$4.37K	0.06%	306
2021 Q3	$367K	Sell	4,021 -11	-0.3%	-$1.02K	0.07%	296
2021 Q2	$371K	Buy	4,032 +347	+9%	+$31.4K	0.07%	291
2021 Q1	$329K	Buy	3,685 +196	+6%	+$17.9K	0.08%	274
2020 Q4	$329K	Buy	3,489 +358	+11%	+$33.3K	0.08%	246
2020 Q3	$289K	Buy	3,131 +1,591	+103%	+$148K	0.09%	205
2020 Q2	$141K	Buy	+1,540	New	+$137K	0.05%	282

Other funds holding VTC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $67.7B AUM 51.91% 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

Patriot Financial Group Insurance Agency's VTC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Total Corporate Bond ETF (VTC) in Q3 2022, closing a stake of 3,472 shares — an estimated $268K sold.

Patriot Financial Group Insurance Agency first reported a position in VTC in Q2 2020 and held it in 9 quarters. The position peaked at $371K in Q2 2021. 73 funds tracked by Wall St. Rank hold VTC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Vanguard Total Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3,472 Vanguard Total Corporate Bond ETF shares in Q3 2022, an estimated $268K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard Total Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Vanguard Total Corporate Bond ETF position peaked at $371K in Q2 2021.
73 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.