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TFO Wealth Partners’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-151
Closed -$11K – 944
2022
Q3 		$11K Buy
+151
New +$11.6K ﹤0.01% 85
2020
Q2 		– Sell
-5
Closed – – 159
2020
Q1 		$0 Buy
+5
New +$441 ﹤0.01% 175

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 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
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

TFO Wealth Partners's VTC Position: Q4 2022 in Review

TFO Wealth Partners sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2022, closing a stake of 151 shares — an estimated $11K sold.

TFO Wealth Partners first reported a position in VTC in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 75 funds tracked by Wall St. Rank hold VTC as of Q4 2022.

  • TFO Wealth Partners reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 151 Vanguard Total Corporate Bond ETF shares in Q4 2022, an estimated $11K.
  • TFO Wealth Partners first reported a position in Vanguard Total Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • TFO Wealth Partners's Vanguard Total Corporate Bond ETF position peaked at $11K in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2022.

Based on TFO Wealth Partners's 13F filing for Q4 2022, filed 3 Feb 2023.