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

WealthShield 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
2023
Q4 		– Sell
-24,812
Closed -$1.8M – 511
2023
Q3 		$1.8M Buy
+24,812
New +$1.84M 0.27% 100

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WealthShield Partners's VTC Position: Q4 2023 in Review

WealthShield Partners sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2023, closing a stake of 24,812 shares — an estimated $1.8M sold.

WealthShield Partners first reported a position in VTC in Q3 2023 and held it in 1 quarter. The position peaked at $1.8M in Q3 2023. 100 funds tracked by Wall St. Rank hold VTC as of Q4 2023.

  • WealthShield Partners reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • WealthShield Partners sold 24,812 Vanguard Total Corporate Bond ETF shares in Q4 2023, an estimated $1.8M.
  • WealthShield Partners first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • WealthShield Partners's Vanguard Total Corporate Bond ETF position peaked at $1.8M in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.