Integrity Wealth Solutions LLC VPLS Holdings History
Number of Shares
37,072.00
Current Holdings Value*
$2.88 Mil
% of Portfolio
1.56%
Total Estimate Gain
$42,655.25
% of Total Estimate Gain
1.50%
Integrity Wealth Solutions LLC's Vanguard Core-Plus Bond ETF Holding Summary
As of 2025-03-31, Integrity Wealth Solutions LLC held 37,072.00 shares of Vanguard Core-Plus Bond ETF(VPLS), totaling $2.88 Mil. This investment constitutes 1.56% of their stock portfolio, and Integrity Wealth Solutions LLC now holds 0.64% of the outstanding Vanguard Core-Plus Bond ETF(VPLS) stock.
The initial trade took place in 2024Q1. And since then Integrity Wealth Solutions LLC has made 5 purchases of VPLS, at an average price of $76.63, for a total of 37,072.00 shares. Based on historical transaction data and VPLS's current price of $77.78, Integrity Wealth Solutions LLC's estimated gain on his VPLS holdings is $42,655.25, reflecting a 1.50% gain to date.
Integrity Wealth Solutions LLC VPLS ($77.78) Holding Chart
Integrity Wealth Solutions LLC VPLS ($77.78) 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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