Wealth Enhancement Advisory Services
VCRM icon

Wealth Enhancement Advisory Services’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VCRM Stock Details VCRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,444
Closed -$261K – 3915
2025
Q4 		$261K Buy
+3,444
New +$261K ﹤0.01% 3044

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KIM
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TWM
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Focus Partners Wealth
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CWS
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OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's VCRM Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q1 2026, closing a stake of 3,444 shares — an estimated $261K sold.

Wealth Enhancement Advisory Services first reported a position in VCRM in Q4 2025 and held it in 1 quarter. The position peaked at $261K in Q4 2025. 125 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 3,444 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $261K.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Vanguard Core Tax-Exempt Bond ETF position peaked at $261K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.