Stone Summit Wealth LLC VCIT Holdings History
Stone Summit Wealth LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-06-30, Stone Summit Wealth LLC held 96,099.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $7.97 Mil. This investment constitutes 2.47% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.
The initial trade took place in 2022Q2. And since then Stone Summit Wealth LLC has made 10 purchases of VCIT, at an average price of $79.49, for a total of 101,196.00 shares. In addition, there have been 3 sales at an average price of $80.03 for 5,097.00 shares. Based on historical transaction data and VCIT's current price of $82.23, Stone Summit Wealth LLC's estimated gain on his VCIT holdings is $266,056.51, reflecting a 3.31% gain to date.
Stone Summit Wealth LLC VCIT ($82.23) Holding Chart
Stone Summit Wealth LLC VCIT ($82.23) 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 % | |||
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