Number of Shares
192,143.00
Current Holdings Value*
$15.71 Mil
% of Portfolio
2.72%
Total Estimate Gain
$205,575.02
% of Total Estimate Gain
1.31%

Summit Asset Management, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Summit Asset Management, LLC held 192,143.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $15.71 Mil. This investment constitutes 2.72% of their stock portfolio, and Summit Asset Management, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2024Q4. And since then Summit Asset Management, LLC has made 2 purchases of VCIT, at an average price of $81.57, for a total of 192,143.00 shares. Based on historical transaction data and VCIT's current price of $82.64, Summit Asset Management, LLC's estimated gain on his VCIT holdings is $205,575.02, reflecting a 1.31% gain to date.

Summit Asset Management, LLC VCIT ($82.64) Holding Chart

Summit Asset 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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