Number of Shares
29,639.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
0.86%
Total Estimate Gain
$44,688.07
% of Total Estimate Gain
1.72%

CHERRYDALE WEALTH MANAGEMENT, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-06-30, CHERRYDALE WEALTH MANAGEMENT, LLC held 29,639.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $2.46 Mil. This investment constitutes 0.86% of their stock portfolio, and CHERRYDALE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2024Q2. And since then CHERRYDALE WEALTH MANAGEMENT, LLC has made 4 purchases of VCIT, at an average price of $81.07, for a total of 32,103.00 shares. In addition, there have been 1 sales at an average price of $81.60 for 2,464.00 shares. Based on historical transaction data and VCIT's current price of $82.53, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his VCIT holdings is $44,688.07, reflecting a 1.72% gain to date.

CHERRYDALE WEALTH MANAGEMENT, LLC VCIT ($82.53) Holding Chart

CHERRYDALE WEALTH MANAGEMENT, LLC VCIT ($82.53) 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