Number of Shares
21,179.00
Current Holdings Value*
$1.64 Mil
% of Portfolio
0.55%
Total Estimate Gain
$-5,717.27
% of Total Estimate Gain
-0.35%

Investment Advisory Group, LLC's Vanguard Core-Plus Bond ETF Holding Summary

As of 2025-03-31, Investment Advisory Group, LLC held 21,179.00 shares of Vanguard Core-Plus Bond ETF(VPLS), totaling $1.64 Mil. This investment constitutes 0.55% of their stock portfolio, and Investment Advisory Group, LLC now holds 0.37% of the outstanding Vanguard Core-Plus Bond ETF(VPLS) stock.

The initial trade took place in 2024Q3. And since then Investment Advisory Group, LLC has made 3 purchases of VPLS, at an average price of $77.39, for a total of 21,179.00 shares. Based on historical transaction data and VPLS's current price of $77.13, Investment Advisory Group, LLC's estimated gain on his VPLS holdings is $-5,717.27, reflecting a -0.35% gain to date.

Investment Advisory Group, LLC VPLS ($77.13) Holding Chart

Investment Advisory Group, LLC VPLS ($77.13) 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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