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Sowell Financial Services’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-149
Closed -$13K – 2695
2021
Q1 		$13K Buy
149
+19
+15% +$1.73K ﹤0.01% 2224
2020
Q4 		$12K Buy
130
+4
+3% +$372 ﹤0.01% 1953
2020
Q3 		$12K Hold
126
– – ﹤0.01% 1765
2020
Q2 		$12K Buy
+126
New +$11.2K ﹤0.01% 1640

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JIP
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CAAS
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SEM
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RH
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Sowell Financial Services's VTC Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2021, closing a stake of 149 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in VTC in Q2 2020 and held it in 4 quarters. The position peaked at $13K in Q1 2021. 64 funds tracked by Wall St. Rank hold VTC as of Q2 2021.

  • Sowell Financial Services reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 149 Vanguard Total Corporate Bond ETF shares in Q2 2021, an estimated $13K.
  • Sowell Financial Services first reported a position in Vanguard Total Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Vanguard Total Corporate Bond ETF position peaked at $13K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.