Sax Wealth Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Sax Wealth 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
2026 Q2	$10.8M	Buy	+140,829	New	+$10.8M	0.44%	40
2024 Q2	–	Sell	-6,519	Closed	-$499K	–	286
2024 Q1	$499K	Sell	6,519 -139	-2%	-$10.6K	0.06%	116
2023 Q4	$516K	Sell	6,658 -54	-0.8%	-$3.98K	0.08%	118
2023 Q3	$486K	Sell	6,712 -564	-8%	-$41.9K	0.1%	113
2023 Q2	$550K	Sell	7,276 -928	-11%	-$70.4K	0.11%	104
2023 Q1	$629K	Buy	8,204 +884	+12%	+$67.1K	0.14%	88
2022 Q4	$543K	Sell	7,320 -1,903	-21%	-$140K	0.13%	99
2022 Q3	$669K	Buy	9,223 +9	+0.1%	+$693	0.17%	78
2022 Q2	$710K	Sell	9,214 -2,256	-20%	-$178K	0.18%	77
2022 Q1	$958K	Sell	11,470 -1,117	-9%	-$96.1K	0.23%	62
2021 Q4	$1.14M	Buy	12,587 +219	+2%	+$19.9K	0.24%	63
2021 Q3	$1.13M	Sell	12,368 -705	-5%	-$65.2K	0.27%	59
2021 Q2	$1.2M	Sell	13,073 -1,349	-9%	-$122K	0.41%	48
2021 Q1	$1.29M	Buy	14,422 +6,711	+87%	+$612K	0.47%	47
2020 Q4	$726K	Buy	+7,711	New	+$717K	0.33%	58

Other funds holding VTC

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

DiPaolo Financial Group Lutz, Florida $153M AUM

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return