Number of Shares
130,612.00
Current Holdings Value*
$10.83 Mil
% of Portfolio
5.76%
Total Estimate Gain
$159,595.85
% of Total Estimate Gain
1.50%

ASSET PLANNING CORPORATION's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-06-30, ASSET PLANNING CORPORATION held 130,612.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $10.83 Mil. This investment constitutes 5.76% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.02% 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 4 purchases of VCIT, at an average price of $81.31, for a total of 130,612.00 shares. Based on historical transaction data and VCIT's current price of $82.53, ASSET PLANNING CORPORATION's estimated gain on his VCIT holdings is $159,595.85, reflecting a 1.50% gain to date.

ASSET PLANNING CORPORATION VCIT ($82.53) Holding Chart

ASSET PLANNING CORPORATION VCIT ($82.53) 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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