Number of Shares
219,117.00
Current Holdings Value*
$17.92 Mil
% of Portfolio
2.98%
Total Estimate Gain
$-2.51 Mil
% of Total Estimate Gain
-6.28%

M Holdings Securities, Inc.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, M Holdings Securities, Inc. held 219,117.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $17.92 Mil. This investment constitutes 2.98% of their stock portfolio, and M Holdings Securities, Inc. now holds 0.03% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2014Q1. And since then M Holdings Securities, Inc. has made 20 purchases of VCIT, at an average price of $86.17, for a total of 464,800.00 shares. In addition, there have been 9 sales at an average price of $79.43 for 245,683.00 shares. Based on historical transaction data and VCIT's current price of $82.25, M Holdings Securities, Inc.'s estimated gain on his VCIT holdings is $-2.51 Mil, reflecting a -6.28% gain to date.

M Holdings Securities, Inc. VCIT ($82.25) Holding Chart

M Holdings Securities, Inc. 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 %

Top Ranked Articles

  • 1