Number of Shares
503,915.00
Current Holdings Value*
$41.20 Mil
% of Portfolio
9.99%
Total Estimate Gain
$3.01 Mil
% of Total Estimate Gain
5.18%

Arista Wealth Management, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Arista Wealth Management, LLC held 503,915.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $41.20 Mil. This investment constitutes 9.99% of their stock portfolio, and Arista Wealth Management, LLC now holds 0.08% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2022Q4. And since then Arista Wealth Management, LLC has made 5 purchases of VCIT, at an average price of $77.83, for a total of 746,250.00 shares. In addition, there have been 3 sales at an average price of $80.26 for 242,335.00 shares. Based on historical transaction data and VCIT's current price of $82.64, Arista Wealth Management, LLC's estimated gain on his VCIT holdings is $3.01 Mil, reflecting a 5.18% gain to date.

Arista Wealth Management, LLC VCIT ($82.64) Holding Chart

Arista Wealth Management, LLC VCIT ($82.64) 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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