Number of Shares
269,001.00
Current Holdings Value*
$21.99 Mil
% of Portfolio
18.24%
Total Estimate Gain
$276,227.44
% of Total Estimate Gain
1.24%

SpringVest Wealth Management LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, SpringVest Wealth Management LLC held 269,001.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $21.99 Mil. This investment constitutes 18.24% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0.04% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $80.90 for 5,048.00 shares. Based on historical transaction data and VCIT's current price of $82.64, SpringVest Wealth Management LLC's estimated gain on his VCIT holdings is $276,227.44, reflecting a 1.24% gain to date.

SpringVest Wealth Management LLC VCIT ($82.64) Holding Chart

SpringVest Wealth Management LLC VCIT ($82.64) 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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