Insight Wealth Strategies, LLC VCLT Holdings History
Insight Wealth Strategies, LLC's Vanguard Long-Term Corporate Bond ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 380,395.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $28.85 Mil. This investment constitutes 3.64% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.23% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.
The initial trade took place in 2021Q3. And since then Insight Wealth Strategies, LLC has made 13 purchases of VCLT, at an average price of $81.09, for a total of 384,177.00 shares. In addition, there have been 2 sales at an average price of $76.39 for 3,782.00 shares. Based on historical transaction data and VCLT's current price of $74.39, Insight Wealth Strategies, LLC's estimated gain on his VCLT holdings is $-2.57 Mil, reflecting a -8.24% gain to date.
Insight Wealth Strategies, LLC VCLT ($74.39) Holding Chart
Insight Wealth Strategies, LLC VCLT ($74.39) 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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