Number of Shares
72,943.00
Current Holdings Value*
$5.54 Mil
% of Portfolio
4%
Total Estimate Gain
$-178,189.34
% of Total Estimate Gain
-3.08%

Antonelli Financial Advisors, LLC's Vanguard Long-Term Corporate Bond ETF Holding Summary

As of 2025-06-30, Antonelli Financial Advisors, LLC held 72,943.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $5.54 Mil. This investment constitutes 4% of their stock portfolio, and Antonelli Financial Advisors, LLC now holds 0.05% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.

The initial trade took place in 2024Q4. And since then Antonelli Financial Advisors, LLC has made 1 purchases of VCLT, at an average price of $77.21, for a total of 75,040.00 shares. 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 $74.82, Antonelli Financial Advisors, LLC's estimated gain on his VCLT holdings is $-178,189.34, reflecting a -3.08% gain to date.

Antonelli Financial Advisors, LLC VCLT ($74.82) Holding Chart

Antonelli Financial Advisors, LLC VCLT ($74.82) 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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