Number of Shares
267,231.00
Current Holdings Value*
$21.85 Mil
% of Portfolio
8.84%
Total Estimate Gain
$712,884.49
% of Total Estimate Gain
3.34%

POWER WEALTH MANAGEMENT LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, POWER WEALTH MANAGEMENT LLC held 267,231.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $21.85 Mil. This investment constitutes 8.84% of their stock portfolio, and POWER WEALTH MANAGEMENT LLC now holds 0.04% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2023Q4. And since then POWER WEALTH MANAGEMENT LLC has made 5 purchases of VCIT, at an average price of $79.86, for a total of 267,231.00 shares. Based on historical transaction data and VCIT's current price of $82.53, POWER WEALTH MANAGEMENT LLC's estimated gain on his VCIT holdings is $712,884.49, reflecting a 3.34% gain to date.

POWER WEALTH MANAGEMENT LLC VCIT ($82.53) Holding Chart

POWER WEALTH MANAGEMENT LLC VCIT ($82.53) 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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