Gutierrez Wealth Advisory, LLC VCRB Holdings History
Gutierrez Wealth Advisory, LLC's Vanguard Core Bond ETF Holding Summary
As of 2025-06-30, Gutierrez Wealth Advisory, LLC held 112,717.00 shares of Vanguard Core Bond ETF(VCRB), totaling $8.74 Mil. This investment constitutes 5.86% of their stock portfolio, and Gutierrez Wealth Advisory, LLC now holds 0.29% of the outstanding Vanguard Core Bond ETF(VCRB) stock.
The initial trade took place in 2024Q4. And since then Gutierrez Wealth Advisory, LLC has made 2 purchases of VCRB, at an average price of $77.15, for a total of 112,717.00 shares. Based on historical transaction data and VCRB's current price of $76.99, Gutierrez Wealth Advisory, LLC's estimated gain on his VCRB holdings is $-17,656.98, reflecting a -0.20% gain to date.
Gutierrez Wealth Advisory, LLC VCRB ($76.99) Holding Chart
Gutierrez Wealth Advisory, LLC VCRB ($76.99) 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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