Number of Shares
57,914.00
Current Holdings Value*
$4.72 Mil
% of Portfolio
15.29%
Total Estimate Gain
$124,689.74
% of Total Estimate Gain
2.61%

Independence Asset Advisors, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Independence Asset Advisors, LLC held 57,914.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $4.72 Mil. This investment constitutes 15.29% of their stock portfolio, and Independence Asset Advisors, LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2023Q4. And since then Independence Asset Advisors, LLC has made 3 purchases of VCIT, at an average price of $80.14, for a total of 59,575.00 shares. In addition, there have been 2 sales at an average price of $81.81 for 1,661.00 shares. Based on historical transaction data and VCIT's current price of $82.25, Independence Asset Advisors, LLC's estimated gain on his VCIT holdings is $124,689.74, reflecting a 2.61% gain to date.

Independence Asset Advisors, LLC VCIT ($82.25) Holding Chart

Independence Asset Advisors, 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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