Number of Shares
183,550.00
Current Holdings Value*
$13.93 Mil
% of Portfolio
7.73%
Total Estimate Gain
$-414,063.64
% of Total Estimate Gain
-2.95%

Prospect Financial Services LLC's Vanguard Long-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Prospect Financial Services LLC held 183,550.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $13.93 Mil. This investment constitutes 7.73% of their stock portfolio, and Prospect Financial Services LLC now holds 0.09% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.

The initial trade took place in 2023Q4. And since then Prospect Financial Services LLC has made 5 purchases of VCLT, at an average price of $76.60, for a total of 183,550.00 shares. Based on historical transaction data and VCLT's current price of $74.34, Prospect Financial Services LLC's estimated gain on his VCLT holdings is $-414,063.64, reflecting a -2.95% gain to date.

Prospect Financial Services LLC VCLT ($74.34) Holding Chart

Prospect Financial Services LLC VCLT ($74.34) 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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