Creative Planning VCIT Holdings History

Number of Shares
25.01 Mil
Current Holdings Value*
$2.04 Bil
% of Portfolio
1.92%
Total Estimate Gain
$-81.53 Mil
% of Total Estimate Gain
-2.64%

Creative Planning's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Creative Planning held 25.01 Mil shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $2.04 Bil. This investment constitutes 1.92% of their stock portfolio, and Creative Planning now holds 3.91% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2013Q4. And since then Creative Planning has made 32 purchases of VCIT, at an average price of $85.86, for a total of 36.03 Mil shares. In addition, there have been 11 sales at an average price of $86.66 for 11.02 Mil shares. Based on historical transaction data and VCIT's current price of $82.25, Creative Planning's estimated gain on his VCIT holdings is $-81.53 Mil, reflecting a -2.64% gain to date.

Creative Planning VCIT ($82.25) Holding Chart

Creative Planning 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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