Number of Shares
41,072.00
Current Holdings Value*
$3.32 Mil
% of Portfolio
0.65%
Total Estimate Gain
$86,106.13
% of Total Estimate Gain
1.09%

SevenBridge Financial Group, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, SevenBridge Financial Group, LLC held 41,072.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $3.32 Mil. This investment constitutes 0.65% of their stock portfolio, and SevenBridge Financial Group, LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2018Q2. And since then SevenBridge Financial Group, LLC has made 6 purchases of VCIT, at an average price of $79.80, for a total of 99,007.00 shares. In addition, there have been 7 sales at an average price of $79.72 for 57,935.00 shares. Based on historical transaction data and VCIT's current price of $82.00, SevenBridge Financial Group, LLC's estimated gain on his VCIT holdings is $86,106.13, reflecting a 1.09% gain to date.

SevenBridge Financial Group, LLC VCIT ($82.00) Holding Chart

SevenBridge Financial Group, LLC VCIT ($82.00) 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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