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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return