KEYVANTAGE WEALTH, LLC VCIT Holdings History
Number of Shares
189,807.00
Current Holdings Value*
$15.52 Mil
% of Portfolio
7.55%
Total Estimate Gain
$172,325.57
% of Total Estimate Gain
1.12%
KEYVANTAGE WEALTH, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 189,807.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $15.52 Mil. This investment constitutes 7.55% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2024Q4. And since then KEYVANTAGE WEALTH, LLC has made 1 purchases of VCIT, at an average price of $80.92, for a total of 189,807.00 shares. Based on historical transaction data and VCIT's current price of $81.83, KEYVANTAGE WEALTH, LLC's estimated gain on his VCIT holdings is $172,325.57, reflecting a 1.12% gain to date.
KEYVANTAGE WEALTH, LLC VCIT ($81.83) Holding Chart
KEYVANTAGE WEALTH, LLC VCIT ($81.83) 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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