Hillcrest Wealth Advisors - NY, LLC VCIT Holdings History
Hillcrest Wealth Advisors - NY, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Hillcrest Wealth Advisors - NY, LLC held 94,895.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $7.76 Mil. This investment constitutes 3.84% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2020Q1. And since then Hillcrest Wealth Advisors - NY, LLC has made 10 purchases of VCIT, at an average price of $85.72, for a total of 115,861.00 shares. In addition, there have been 8 sales at an average price of $82.29 for 20,966.00 shares. Based on historical transaction data and VCIT's current price of $82.25, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his VCIT holdings is $-401,556.69, reflecting a -4.04% gain to date.
Hillcrest Wealth Advisors - NY, LLC VCIT ($82.25) Holding Chart
Hillcrest Wealth Advisors - NY, LLC VCIT ($82.25) 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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