Number of Shares
802,796.00
Current Holdings Value*
$65.64 Mil
% of Portfolio
3.84%
Total Estimate Gain
$3.03 Mil
% of Total Estimate Gain
3.63%

Strategic Financial Services, Inc.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Strategic Financial Services, Inc. held 802,796.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $65.64 Mil. This investment constitutes 3.84% of their stock portfolio, and Strategic Financial Services, Inc. now holds 0.13% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2023Q1. And since then Strategic Financial Services, Inc. has made 8 purchases of VCIT, at an average price of $79.22, for a total of 1.05 Mil shares. In addition, there have been 1 sales at an average price of $81.60 for 251,121.00 shares. Based on historical transaction data and VCIT's current price of $82.25, Strategic Financial Services, Inc.'s estimated gain on his VCIT holdings is $3.03 Mil, reflecting a 3.63% gain to date.

Strategic Financial Services, Inc. VCIT ($82.25) Holding Chart

Strategic Financial Services, Inc. VCIT ($82.25) 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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