Refined Wealth Management VCLT Holdings History
Refined Wealth Management's Vanguard Long-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Refined Wealth Management held 65,669.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $4.98 Mil. This investment constitutes 3.43% of their stock portfolio, and Refined Wealth Management now holds 0.05% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.
The initial trade took place in 2023Q1. And since then Refined Wealth Management has made 7 purchases of VCLT, at an average price of $78.11, for a total of 102,396.00 shares. In addition, there have been 3 sales at an average price of $75.51 for 36,727.00 shares. Based on historical transaction data and VCLT's current price of $74.23, Refined Wealth Management's estimated gain on his VCLT holdings is $-350,176.09, reflecting a -4.38% gain to date.
Refined Wealth Management VCLT ($74.23) Holding Chart
Refined Wealth Management VCLT ($74.23) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
