PREVAIL INNOVATIVE WEALTH ADVISORS, LLC VCIT Holdings History
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 123,668.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $10.11 Mil. This investment constitutes 2.69% of their stock portfolio, and PREVAIL INNOVATIVE WEALTH ADVISORS, LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2024Q1. And since then PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has made 4 purchases of VCIT, at an average price of $81.09, for a total of 221,346.00 shares. In addition, there have been 1 sales at an average price of $81.60 for 97,678.00 shares. Based on historical transaction data and VCIT's current price of $82.31, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's estimated gain on his VCIT holdings is $199,699.74, reflecting a 1.11% gain to date.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC VCIT ($82.31) Holding Chart
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC VCIT ($82.31) 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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