Altus Wealth Group LLC VCIT Holdings History
Number of Shares
87,180.00
Current Holdings Value*
$7.13 Mil
% of Portfolio
3.34%
Total Estimate Gain
$183,654.78
% of Total Estimate Gain
2.62%
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 $82.43, Altus Wealth Group LLC's estimated gain on his VCIT holdings is $183,654.78, reflecting a 2.62% gain to date.
Altus Wealth Group LLC VCIT ($82.43) Holding Chart
Altus Wealth Group LLC VCIT ($82.43) 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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