Number of Shares
57,714.00
Current Holdings Value*
$4.72 Mil
% of Portfolio
2.09%
Total Estimate Gain
$-462,326.47
% of Total Estimate Gain
-3.42%

TPG Financial Advisors, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, TPG Financial Advisors, LLC held 57,714.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $4.72 Mil. This investment constitutes 2.09% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2021Q4. And since then TPG Financial Advisors, LLC has made 7 purchases of VCIT, at an average price of $82.57, for a total of 163,613.00 shares. In addition, there have been 6 sales at an average price of $78.20 for 105,899.00 shares. Based on historical transaction data and VCIT's current price of $82.58, TPG Financial Advisors, LLC's estimated gain on his VCIT holdings is $-462,326.47, reflecting a -3.42% gain to date.

TPG Financial Advisors, LLC VCIT ($82.58) Holding Chart

TPG Financial Advisors, LLC VCIT ($82.58) 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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