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Realta Investment Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-160
Closed -$11.9K – 823
2022
Q4 		$11.9K Hold
160
– – ﹤0.01% 700
2022
Q3 		$12K Buy
+160
New +$12.3K ﹤0.01% 676

Other funds holding VTC

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Realta Investment Advisors's VTC Position: Q1 2023 in Review

Realta Investment Advisors sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2023, closing a stake of 160 shares — an estimated $11.9K sold.

Realta Investment Advisors first reported a position in VTC in Q3 2022 and held it in 2 quarters. The position peaked at $12K in Q3 2022. 79 funds tracked by Wall St. Rank hold VTC as of Q1 2023.

  • Realta Investment Advisors reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 160 Vanguard Total Corporate Bond ETF shares in Q1 2023, an estimated $11.9K.
  • Realta Investment Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Realta Investment Advisors's Vanguard Total Corporate Bond ETF position peaked at $12K in Q3 2022.
  • 79 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.