Number of Shares
1.60 Mil
Current Holdings Value*
$130.96 Mil
% of Portfolio
2.82%
Total Estimate Gain
$-1.27 Mil
% of Total Estimate Gain
-0.72%

GREAT VALLEY ADVISOR GROUP, INC.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 1.60 Mil shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $130.96 Mil. This investment constitutes 2.82% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 0.25% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2019Q3. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 22 purchases of VCIT, at an average price of $85.08, for a total of 2.07 Mil shares. In addition, there have been 1 sales at an average price of $93.73 for 471,276.00 shares. Based on historical transaction data and VCIT's current price of $81.75, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his VCIT holdings is $-1.27 Mil, reflecting a -0.72% gain to date.

GREAT VALLEY ADVISOR GROUP, INC. VCIT ($81.75) Holding Chart

GREAT VALLEY ADVISOR GROUP, INC. VCIT ($81.75) 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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