Number of Shares
402,888.00
Current Holdings Value*
$32.94 Mil
% of Portfolio
6.17%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
2.71%

Lebenthal Global Advisors, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Lebenthal Global Advisors, LLC held 402,888.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $32.94 Mil. This investment constitutes 6.17% of their stock portfolio, and Lebenthal Global Advisors, LLC now holds 0.06% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2020Q4. And since then Lebenthal Global Advisors, LLC has made 6 purchases of VCIT, at an average price of $78.51, for a total of 715,414.00 shares. In addition, there have been 6 sales at an average price of $78.55 for 312,526.00 shares. Based on historical transaction data and VCIT's current price of $82.25, Lebenthal Global Advisors, LLC's estimated gain on his VCIT holdings is $1.52 Mil, reflecting a 2.71% gain to date.

Lebenthal Global Advisors, LLC VCIT ($82.25) Holding Chart

Lebenthal Global Advisors, LLC VCIT ($82.25) 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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