ASSET PLANNING CORPORATION VCIT Holdings History
Number of Shares
72,265.00
Current Holdings Value*
$5.91 Mil
% of Portfolio
3.48%
Total Estimate Gain
$87,440.96
% of Total Estimate Gain
1.49%
ASSET PLANNING CORPORATION's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, ASSET PLANNING CORPORATION held 72,265.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $5.91 Mil. This investment constitutes 3.48% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2024Q3. And since then ASSET PLANNING CORPORATION has made 3 purchases of VCIT, at an average price of $81.35, for a total of 72,265.00 shares. Based on historical transaction data and VCIT's current price of $82.57, ASSET PLANNING CORPORATION's estimated gain on his VCIT holdings is $87,440.96, reflecting a 1.49% gain to date.
ASSET PLANNING CORPORATION VCIT ($82.57) Holding Chart
ASSET PLANNING CORPORATION 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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