Number of Shares
87,180.00
Current Holdings Value*
$7.13 Mil
% of Portfolio
3.34%
Total Estimate Gain
$192,372.78
% of Total Estimate Gain
2.75%

Altus Wealth Group LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Altus Wealth Group LLC held 87,180.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $7.13 Mil. This investment constitutes 3.34% of their stock portfolio, and Altus Wealth Group LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2024Q1. And since then Altus Wealth Group LLC has made 5 purchases of VCIT, at an average price of $80.32, for a total of 87,180.00 shares. Based on historical transaction data and VCIT's current price of $82.53, Altus Wealth Group LLC's estimated gain on his VCIT holdings is $192,372.78, reflecting a 2.75% gain to date.

Altus Wealth Group LLC VCIT ($82.53) Holding Chart

Altus Wealth Group LLC 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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