Number of Shares
212,905.00
Current Holdings Value*
$17.41 Mil
% of Portfolio
8.06%
Total Estimate Gain
$99,425.55
% of Total Estimate Gain
0.45%

1 NORTH WEALTH SERVICES LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, 1 NORTH WEALTH SERVICES LLC held 212,905.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $17.41 Mil. This investment constitutes 8.06% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2024Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 1 purchases of VCIT, at an average price of $81.60, for a total of 268,566.00 shares. In addition, there have been 1 sales at an average price of $80.90 for 55,661.00 shares. Based on historical transaction data and VCIT's current price of $82.25, 1 NORTH WEALTH SERVICES LLC's estimated gain on his VCIT holdings is $99,425.55, reflecting a 0.45% gain to date.

1 NORTH WEALTH SERVICES LLC VCIT ($82.25) Holding Chart

1 NORTH WEALTH SERVICES LLC VCIT ($82.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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