SHJ
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Sharkey, Howes & Javer’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Sharkey, Howes & Javer’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
2024
Q2 		– Sell
-4,736
Closed -$363K – 125
2024
Q1 		$363K Sell
4,736
-8,390
-64% -$641K 0.06% 93
2023
Q4 		$1.02M Buy
13,126
+4,797
+58% +$353K 0.18% 64
2023
Q3 		$603K Buy
+8,329
New +$619K 0.12% 74

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Sharkey, Howes & Javer's VTC Position: Q2 2024 in Review

Sharkey, Howes & Javer sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2024, closing a stake of 4,736 shares — an estimated $363K sold.

Sharkey, Howes & Javer first reported a position in VTC in Q3 2023 and held it in 3 quarters. The position peaked at $1.02M in Q4 2023. 102 funds tracked by Wall St. Rank hold VTC as of Q2 2024.

  • Sharkey, Howes & Javer reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 4,736 Vanguard Total Corporate Bond ETF shares in Q2 2024, an estimated $363K.
  • Sharkey, Howes & Javer first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Sharkey, Howes & Javer's Vanguard Total Corporate Bond ETF position peaked at $1.02M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2024, filed 17 Jul 2024.