Ledge Wealth Management, Inc. VCLT Holdings History
Ledge Wealth Management, Inc.'s Vanguard Long-Term Corporate Bond ETF Holding Summary
As of 2023-12-31, Ledge Wealth Management, Inc. held 78,897.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $6.32 Mil. This investment constitutes 2.46% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 0.11% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.
The initial trade took place in 2022Q2. And since then Ledge Wealth Management, Inc. has made 7 purchases of VCLT, at an average price of $82.38, for a total of 78,897.00 shares. Based on historical transaction data and VCLT's current price of $74.34, Ledge Wealth Management, Inc.'s estimated gain on his VCLT holdings is $-634,666.27, reflecting a -9.76% gain to date.
Ledge Wealth Management, Inc. VCLT ($74.34) Holding Chart
Ledge Wealth Management, Inc. VCLT ($74.34) 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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