Number of Shares
30,833.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
2.75%
Total Estimate Gain
$32,684.05
% of Total Estimate Gain
1.30%

4WEALTH ADVISORS, INC.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, 4WEALTH ADVISORS, INC. held 30,833.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $2.52 Mil. This investment constitutes 2.75% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2024Q4. And since then 4WEALTH ADVISORS, INC. has made 1 purchases of VCIT, at an average price of $81.50, for a total of 30,833.00 shares. Based on historical transaction data and VCIT's current price of $82.57, 4WEALTH ADVISORS, INC.'s estimated gain on his VCIT holdings is $32,684.05, reflecting a 1.30% gain to date.

4WEALTH ADVISORS, INC. VCIT ($82.57) Holding Chart

4WEALTH ADVISORS, INC. VCIT ($82.57) 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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