Number of Shares
90,600.00
Current Holdings Value*
$6.55 Mil
% of Portfolio
4.36%
Total Estimate Gain
$115,640.82
% of Total Estimate Gain
1.48%

H&H Retirement Design & Management INC's Vanguard Long-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, H&H Retirement Design & Management INC held 90,600.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $6.55 Mil. This investment constitutes 4.36% of their stock portfolio, and H&H Retirement Design & Management INC now holds 0.04% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.

The initial trade took place in 2023Q4. And since then H&H Retirement Design & Management INC has made 5 purchases of VCLT, at an average price of $74.03, for a total of 105,240.00 shares. In addition, there have been 1 sales at an average price of $77.97 for 14,640.00 shares. Based on historical transaction data and VCLT's current price of $74.67, H&H Retirement Design & Management INC's estimated gain on his VCLT holdings is $115,640.82, reflecting a 1.48% gain to date.

H&H Retirement Design & Management INC VCLT ($74.67) Holding Chart

H&H Retirement Design & Management INC VCLT ($74.67) 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 %

Top Ranked Articles

  • 1