Peak Financial Management, Inc. VCIT Holdings History
Peak Financial Management, Inc.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Peak Financial Management, Inc. held 137,680.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $11.26 Mil. This investment constitutes 3.37% of their stock portfolio, and Peak Financial Management, Inc. now holds 0.02% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2018Q2. And since then Peak Financial Management, Inc. has made 24 purchases of VCIT, at an average price of $84.69, for a total of 158,983.00 shares. In addition, there have been 4 sales at an average price of $81.47 for 21,303.00 shares. Based on historical transaction data and VCIT's current price of $82.25, Peak Financial Management, Inc.'s estimated gain on his VCIT holdings is $-404,711.18, reflecting a -3.01% gain to date.
Peak Financial Management, Inc. VCIT ($82.25) Holding Chart
Peak Financial Management, 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 % | |||
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