Ratio Wealth Group VCIT Holdings History

Number of Shares
553,759.00
Current Holdings Value*
$44.58 Mil
% of Portfolio
8.3%
Total Estimate Gain
$2.04 Mil
% of Total Estimate Gain
3.86%

Ratio Wealth Group's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2024-03-31, Ratio Wealth Group held 553,759.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $44.58 Mil. This investment constitutes 8.3% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2020Q4. And since then Ratio Wealth Group has made 10 purchases of VCIT, at an average price of $79.62, for a total of 663,105.00 shares. In addition, there have been 1 sales at an average price of $85.89 for 109,346.00 shares. Based on historical transaction data and VCIT's current price of $82.06, Ratio Wealth Group's estimated gain on his VCIT holdings is $2.04 Mil, reflecting a 3.86% gain to date.

Ratio Wealth Group VCIT ($82.06) Holding Chart

Ratio Wealth Group 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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