JBJ Investment Partners, LLC VTC Holdings History
Number of Shares
241,304.00
Current Holdings Value*
$21.88 Mil
% of Portfolio
4.52%
Total Estimate Gain
$-3.30 Mil
% of Total Estimate Gain
-15.10%
JBJ Investment Partners, LLC's Vanguard Total Corporate ETF Holding Summary
As of 2021-12-31, JBJ Investment Partners, LLC held 241,304.00 shares of Vanguard Total Corporate ETF(VTC), totaling $21.88 Mil. This investment constitutes 4.52% of their stock portfolio, and JBJ Investment Partners, LLC now holds 3.21% of the outstanding Vanguard Total Corporate ETF(VTC) stock.
The initial trade took place in 2021Q4. And since then JBJ Investment Partners, LLC has made 1 purchases of VTC, at an average price of $90.51, for a total of 241,304.00 shares. Based on historical transaction data and VTC's current price of $76.84, JBJ Investment Partners, LLC's estimated gain on his VTC holdings is $-3.30 Mil, reflecting a -15.10% gain to date.
JBJ Investment Partners, LLC VTC ($76.84) Holding Chart
JBJ Investment Partners, LLC VTC ($76.84) 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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