Number of Shares
7,328.00
Current Holdings Value*
$556,280.00
% of Portfolio
0.13%
Total Estimate Gain
$-512,666.11
% of Total Estimate Gain
-2.58%

Francis Financial, Inc.'s Vanguard Long-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Francis Financial, Inc. held 7,328.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $556,280.00. This investment constitutes 0.13% of their stock portfolio, and Francis Financial, Inc. now holds 0% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.

The initial trade took place in 2023Q4. And since then Francis Financial, Inc. has made 5 purchases of VCLT, at an average price of $77.45, for a total of 256,127.00 shares. In addition, there have been 1 sales at an average price of $75.48 for 248,799.00 shares. Based on historical transaction data and VCLT's current price of $74.34, Francis Financial, Inc.'s estimated gain on his VCLT holdings is $-512,666.11, reflecting a -2.58% gain to date.

Francis Financial, Inc. VCLT ($74.34) Holding Chart

Francis Financial, Inc. 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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