Teamwork Financial Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Teamwork Financial 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
2021 Q2	–	Sell	-9,636	Closed	-$861K	–	261
2021 Q1	$861K	Sell	9,636 -729	-7%	-$66.5K	0.2%	105
2020 Q4	$976K	Sell	10,365 -75	-0.7%	-$6.97K	0.23%	86
2020 Q3	$962K	Sell	10,440 -5,339	-34%	-$497K	0.3%	72
2020 Q2	$1.45M	Sell	15,779 -1,336	-8%	-$119K	0.52%	44
2020 Q1	$1.46M	Buy	17,115 +5,323	+45%	+$469K	0.91%	23
2019 Q4	$1.04M	Buy	+11,792	New	+$1.04M	0.63%	35

Other funds holding VTC

McMorgan & Co San Francisco, California $618M AUM 8.76% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Teamwork Financial Advisors's VTC Position: Q2 2021 in Review

Teamwork Financial Advisors sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2021, closing a stake of 9,636 shares — an estimated $861K sold.

Teamwork Financial Advisors first reported a position in VTC in Q4 2019 and held it in 6 quarters. The position peaked at $1.46M in Q1 2020. 64 funds tracked by Wall St. Rank hold VTC as of Q2 2021.

Teamwork Financial Advisors reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Teamwork Financial Advisors sold 9,636 Vanguard Total Corporate Bond ETF shares in Q2 2021, an estimated $861K.
Teamwork Financial Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Teamwork Financial Advisors's Vanguard Total Corporate Bond ETF position peaked at $1.46M in Q1 2020.
64 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2021.

Based on Teamwork Financial Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.