Number of Shares
63,424.00
Current Holdings Value*
$4.81 Mil
% of Portfolio
3.88%
Total Estimate Gain
$-172,073.73
% of Total Estimate Gain
-3.38%

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 $75.05, Antonelli Financial Advisors, LLC's estimated gain on his VCLT holdings is $-172,073.73, reflecting a -3.38% gain to date.

Antonelli Financial Advisors, LLC VCLT ($75.05) Holding Chart

Antonelli Financial Advisors, LLC VCLT ($75.05) 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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