Antonelli Financial Advisors, LLC VCLT Holdings History
Number of Shares
63,424.00
Current Holdings Value*
$4.81 Mil
% of Portfolio
3.88%
Total Estimate Gain
$-217,104.77
% of Total Estimate Gain
-4.27%
Antonelli Financial Advisors, LLC's Vanguard Long-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Antonelli Financial Advisors, LLC held 63,424.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $4.81 Mil. This investment constitutes 3.88% of their stock portfolio, and Antonelli Financial Advisors, LLC now holds 0.03% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $75.48 for 2,097.00 shares. Based on historical transaction data and VCLT's current price of $74.34, Antonelli Financial Advisors, LLC's estimated gain on his VCLT holdings is $-217,104.77, reflecting a -4.27% gain to date.
Antonelli Financial Advisors, LLC VCLT ($74.34) Holding Chart
Antonelli Financial Advisors, LLC VCLT ($74.34) 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 % |
Top Ranked Articles
- 1