Lauer Wealth, LLC VCIT Holdings History

Number of Shares
6,051.00
Current Holdings Value*
$495,150.00
% of Portfolio
0.38%
Total Estimate Gain
$241,971.10
% of Total Estimate Gain
2.68%

Lauer Wealth, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Lauer Wealth, LLC held 6,051.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $495,150.00. This investment constitutes 0.38% of their stock portfolio, and Lauer Wealth, LLC now holds 0% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2023Q1. And since then Lauer Wealth, LLC has made 4 purchases of VCIT, at an average price of $79.15, for a total of 113,961.00 shares. In addition, there have been 4 sales at an average price of $81.24 for 107,910.00 shares. Based on historical transaction data and VCIT's current price of $81.98, Lauer Wealth, LLC's estimated gain on his VCIT holdings is $241,971.10, reflecting a 2.68% gain to date.

Lauer Wealth, LLC VCIT ($81.98) Holding Chart

Lauer Wealth, LLC VCIT ($81.98) 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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