Number of Shares
195,835.00
Current Holdings Value*
$14.87 Mil
% of Portfolio
4.09%
Total Estimate Gain
$-998,504.89
% of Total Estimate Gain
-3.72%

Berkeley Capital Partners, LLC's Vanguard Long-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Berkeley Capital Partners, LLC held 195,835.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $14.87 Mil. This investment constitutes 4.09% of their stock portfolio, and Berkeley Capital Partners, LLC now holds 0.1% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.

The initial trade took place in 2018Q2. And since then Berkeley Capital Partners, LLC has made 21 purchases of VCLT, at an average price of $85.53, for a total of 314,020.00 shares. In addition, there have been 7 sales at an average price of $95.01 for 118,185.00 shares. Based on historical transaction data and VCLT's current price of $74.71, Berkeley Capital Partners, LLC's estimated gain on his VCLT holdings is $-998,504.89, reflecting a -3.72% gain to date.

Berkeley Capital Partners, LLC VCLT ($74.71) Holding Chart

Berkeley Capital Partners, LLC VCLT ($74.71) 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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