Number of Shares
7.96 Mil
Current Holdings Value*
$616.19 Mil
% of Portfolio
18.07%
Total Estimate Gain
$-4.29 Mil
% of Total Estimate Gain
-0.69%

HBK Sorce Advisory LLC's Vanguard Core Bond ETF Holding Summary

As of 2025-03-31, HBK Sorce Advisory LLC held 7.96 Mil shares of Vanguard Core Bond ETF(VCRB), totaling $616.19 Mil. This investment constitutes 18.07% of their stock portfolio, and HBK Sorce Advisory LLC now holds 29.33% of the outstanding Vanguard Core Bond ETF(VCRB) stock.

The initial trade took place in 2024Q1. And since then HBK Sorce Advisory LLC has made 4 purchases of VCRB, at an average price of $77.87, for a total of 7.96 Mil shares. Based on historical transaction data and VCRB's current price of $77.33, HBK Sorce Advisory LLC's estimated gain on his VCRB holdings is $-4.29 Mil, reflecting a -0.69% gain to date.

HBK Sorce Advisory LLC VCRB ($77.33) Holding Chart

HBK Sorce Advisory LLC VCRB ($77.33) 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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