KCS Wealth Advisory VCIT Holdings History
KCS Wealth Advisory's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 53,619.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $4.07 Mil. This investment constitutes 1.74% of their stock portfolio, and KCS Wealth Advisory now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2022Q3. And since then KCS Wealth Advisory has made 1 purchases of VCIT, at an average price of $79.71, for a total of 62,733.00 shares. In addition, there have been 4 sales at an average price of $77.86 for 9,114.00 shares. Based on historical transaction data and VCIT's current price of $82.44, KCS Wealth Advisory's estimated gain on his VCIT holdings is $129,501.02, reflecting a 2.59% gain to date.
KCS Wealth Advisory VCIT ($82.44) Holding Chart
KCS Wealth Advisory VCIT ($82.44) 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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