Number of Shares
533,551.00
Current Holdings Value*
$50.76 Mil
% of Portfolio
37.9%
Total Estimate Gain
$-55,788.04
% of Total Estimate Gain
-0.09%

Bernicke & Associates, LTD's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2020-06-30, Bernicke & Associates, LTD held 533,551.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $50.76 Mil. This investment constitutes 37.9% of their stock portfolio, and Bernicke & Associates, LTD now holds 0.1% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2015Q1. And since then Bernicke & Associates, LTD has made 10 purchases of VCIT, at an average price of $85.20, for a total of 741,244.00 shares. In addition, there have been 2 sales at an average price of $91.90 for 207,693.00 shares. Based on historical transaction data and VCIT's current price of $82.49, Bernicke & Associates, LTD's estimated gain on his VCIT holdings is $-55,788.04, reflecting a -0.09% gain to date.

Bernicke & Associates, LTD VCIT ($82.49) Holding Chart

Bernicke & Associates, LTD VCIT ($82.49) 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