Capital Advisors Wealth Management, LLC VCIT Holdings History
Capital Advisors Wealth Management, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 377,653.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $30.88 Mil. This investment constitutes 5.46% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.06% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2021Q1. And since then Capital Advisors Wealth Management, LLC has made 12 purchases of VCIT, at an average price of $79.76, for a total of 410,807.00 shares. In addition, there have been 3 sales at an average price of $87.06 for 33,154.00 shares. Based on historical transaction data and VCIT's current price of $82.25, Capital Advisors Wealth Management, LLC's estimated gain on his VCIT holdings is $1.18 Mil, reflecting a 3.61% gain to date.
Capital Advisors Wealth Management, LLC VCIT ($82.25) Holding Chart
Capital Advisors Wealth Management, LLC VCIT ($82.25) 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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