Erickson Financial Group, LLC VCIT Holdings History
Erickson Financial Group, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 84,166.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $6.88 Mil. This investment constitutes 5.14% of their stock portfolio, and Erickson Financial Group, LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2022Q1. And since then Erickson Financial Group, LLC has made 9 purchases of VCIT, at an average price of $87.09, for a total of 88,815.00 shares. In addition, there have been 4 sales at an average price of $77.17 for 4,649.00 shares. Based on historical transaction data and VCIT's current price of $82.06, Erickson Financial Group, LLC's estimated gain on his VCIT holdings is $-469,812.16, reflecting a -6.07% gain to date.
Erickson Financial Group, LLC VCIT ($82.06) Holding Chart
Erickson Financial Group, LLC VCIT ($82.06) 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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