AdvicePeriod, LLC VCIT Holdings History

Number of Shares
611,295.00
Current Holdings Value*
$58.12 Mil
% of Portfolio
3.78%
Total Estimate Gain
$-7.25 Mil
% of Total Estimate Gain
-12.60%

AdvicePeriod, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2021-06-30, AdvicePeriod, LLC held 611,295.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $58.12 Mil. This investment constitutes 3.78% of their stock portfolio, and AdvicePeriod, LLC now holds 0.11% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2018Q3. And since then AdvicePeriod, LLC has made 11 purchases of VCIT, at an average price of $94.15, for a total of 611,399.00 shares. In addition, there have been 1 sales at an average price of $87.45 for 104.00 shares. Based on historical transaction data and VCIT's current price of $82.29, AdvicePeriod, LLC's estimated gain on his VCIT holdings is $-7.25 Mil, reflecting a -12.60% gain to date.

AdvicePeriod, LLC VCIT ($82.29) Holding Chart

AdvicePeriod, LLC VCIT ($82.29) 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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