Number of Shares
1.04 Mil
Current Holdings Value*
$85.86 Mil
% of Portfolio
13.6%
Total Estimate Gain
$2.36 Mil
% of Total Estimate Gain
2.27%

Capital Advantage, Inc.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-06-30, Capital Advantage, Inc. held 1.04 Mil shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $85.86 Mil. This investment constitutes 13.6% of their stock portfolio, and Capital Advantage, Inc. now holds 0.16% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2020Q3. And since then Capital Advantage, Inc. has made 9 purchases of VCIT, at an average price of $80.12, for a total of 1.30 Mil shares. In addition, there have been 4 sales at an average price of $81.62 for 261,109.00 shares. Based on historical transaction data and VCIT's current price of $82.02, Capital Advantage, Inc.'s estimated gain on his VCIT holdings is $2.36 Mil, reflecting a 2.27% gain to date.

Capital Advantage, Inc. VCIT ($82.02) Holding Chart

Capital Advantage, Inc. VCIT ($82.02) 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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