Strategic Equity Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Strategic Equity Management’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
2022 Q1	–	Sell	-59,257	Closed	-$5.37M	–	52
2021 Q4	$5.37M	Sell	59,257 -3,001	-5%	-$273K	1.68%	18
2021 Q3	$5.68M	Sell	62,258 -743	-1%	-$68.7K	1.9%	20
2021 Q2	$5.8M	Buy	63,001 +280	+0.4%	+$25.3K	1.98%	18
2021 Q1	$5.61M	Sell	62,721 -543	-0.9%	-$49.6K	2.37%	13
2020 Q4	$5.96M	Buy	+63,264	New	+$5.88M	2.67%	11

Other funds holding VTC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPC

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Equity Management's VTC Position: Q1 2022 in Review

Strategic Equity Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2022, closing a stake of 59,257 shares — an estimated $5.37M sold.

Strategic Equity Management first reported a position in VTC in Q4 2020 and held it in 5 quarters. The position peaked at $5.96M in Q4 2020. 66 funds tracked by Wall St. Rank hold VTC as of Q1 2022.

Strategic Equity Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Strategic Equity Management sold 59,257 Vanguard Total Corporate Bond ETF shares in Q1 2022, an estimated $5.37M.
Strategic Equity Management first reported a position in Vanguard Total Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Strategic Equity Management's Vanguard Total Corporate Bond ETF position peaked at $5.96M in Q4 2020.
66 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2022.

Based on Strategic Equity Management's 13F filing for Q1 2022, filed 2 May 2022.