Polaris Wealth Advisory Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	–	Sell	-186,747	Closed	-$14.1M	–	187
2023 Q2	$14.1M	Buy	186,747 +5,771	+3%	+$438K	1.07%	31
2023 Q1	$13.9M	Sell	180,976 -3,658	-2%	-$278K	1.02%	34
2022 Q4	$14.1M	Sell	184,634 -384	-0.2%	-$28.3K	1.05%	37
2022 Q3	$13.3M	Buy	+185,018	New	+$14.3M	1.11%	32

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

CAAS

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

WPC

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

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Polaris Wealth Advisory Group's VTC Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of Vanguard Total Corporate Bond ETF (VTC) in Q3 2023, closing a stake of 186,747 shares — an estimated $14.1M sold.

Polaris Wealth Advisory Group first reported a position in VTC in Q3 2022 and held it in 4 quarters. The position peaked at $14.1M in Q4 2022. 80 funds tracked by Wall St. Rank hold VTC as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining Vanguard Total Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 186,747 Vanguard Total Corporate Bond ETF shares in Q3 2023, an estimated $14.1M.
Polaris Wealth Advisory Group first reported a position in Vanguard Total Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
Polaris Wealth Advisory Group's Vanguard Total Corporate Bond ETF position peaked at $14.1M in Q4 2022.
80 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.