Number of Shares
91,087.00
Current Holdings Value*
$7.44 Mil
% of Portfolio
2.47%
Total Estimate Gain
$848,373.11
% of Total Estimate Gain
4.13%

Divergent Planning, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Divergent Planning, LLC held 91,087.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $7.44 Mil. This investment constitutes 2.47% of their stock portfolio, and Divergent Planning, LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2022Q4. And since then Divergent Planning, LLC has made 8 purchases of VCIT, at an average price of $77.30, for a total of 265,566.00 shares. In addition, there have been 1 sales at an average price of $79.40 for 174,479.00 shares. Based on historical transaction data and VCIT's current price of $82.59, Divergent Planning, LLC's estimated gain on his VCIT holdings is $848,373.11, reflecting a 4.13% gain to date.

Divergent Planning, LLC VCIT ($82.59) Holding Chart

Divergent Planning, LLC VCIT ($82.59) 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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