Number of Shares
117,831.00
Current Holdings Value*
$9.77 Mil
% of Portfolio
2.11%
Total Estimate Gain
$130,424.91
% of Total Estimate Gain
1.35%

AA Financial Advisors, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-06-30, AA Financial Advisors, LLC held 117,831.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $9.77 Mil. This investment constitutes 2.11% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2023Q4. And since then AA Financial Advisors, LLC has made 5 purchases of VCIT, at an average price of $81.41, for a total of 118,975.00 shares. In addition, there have been 1 sales at an average price of $81.25 for 1,144.00 shares. Based on historical transaction data and VCIT's current price of $82.51, AA Financial Advisors, LLC's estimated gain on his VCIT holdings is $130,424.91, reflecting a 1.35% gain to date.

AA Financial Advisors, LLC VCIT ($82.51) Holding Chart

AA Financial Advisors, LLC VCIT ($82.51) 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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