Number of Shares
142,193.00
Current Holdings Value*
$11.63 Mil
% of Portfolio
10.26%
Total Estimate Gain
$610,890.95
% of Total Estimate Gain
3.43%

Shotwell Rutter Baer Inc's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Shotwell Rutter Baer Inc held 142,193.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $11.63 Mil. This investment constitutes 10.26% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.02% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 4 purchases of VCIT, at an average price of $78.73, for a total of 226,066.00 shares. In addition, there have been 1 sales at an average price of $80.26 for 83,873.00 shares. Based on historical transaction data and VCIT's current price of $82.12, Shotwell Rutter Baer Inc's estimated gain on his VCIT holdings is $610,890.95, reflecting a 3.43% gain to date.

Shotwell Rutter Baer Inc VCIT ($82.12) Holding Chart

Shotwell Rutter Baer Inc VCIT ($82.12) 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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