Number of Shares
113,600.00
Current Holdings Value*
$9.29 Mil
% of Portfolio
6.31%
Total Estimate Gain
$65,159.10
% of Total Estimate Gain
0.70%

Marshall & Sterling Wealth Advisors Inc.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 113,600.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $9.29 Mil. This investment constitutes 6.31% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.02% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2024Q4. And since then Marshall & Sterling Wealth Advisors Inc. has made 1 purchases of VCIT, at an average price of $81.49, for a total of 113,600.00 shares. Based on historical transaction data and VCIT's current price of $82.06, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his VCIT holdings is $65,159.10, reflecting a 0.70% gain to date.

Marshall & Sterling Wealth Advisors Inc. VCIT ($82.06) Holding Chart

Marshall & Sterling Wealth Advisors Inc. VCIT ($82.06) 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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