Fortress Financial Solutions, LLC VCLT Holdings History
Number of Shares
16,027.00
Current Holdings Value*
$1.22 Mil
% of Portfolio
1.76%
Total Estimate Gain
$-68,435.57
% of Total Estimate Gain
-3.88%
Fortress Financial Solutions, LLC's Vanguard Long-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Fortress Financial Solutions, LLC held 16,027.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $1.22 Mil. This investment constitutes 1.76% of their stock portfolio, and Fortress Financial Solutions, LLC now holds 0.01% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $75.48 for 6,672.00 shares. Based on historical transaction data and VCLT's current price of $74.34, Fortress Financial Solutions, LLC's estimated gain on his VCLT holdings is $-68,435.57, reflecting a -3.88% gain to date.
Fortress Financial Solutions, LLC VCLT ($74.34) Holding Chart
Fortress Financial Solutions, LLC VCLT ($74.34) 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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