Number of Shares
207,040.00
Current Holdings Value*
$17.17 Mil
% of Portfolio
7.61%
Total Estimate Gain
$-988,602.63
% of Total Estimate Gain
-3.79%

Towerpoint Wealth, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-06-30, Towerpoint Wealth, LLC held 207,040.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $17.17 Mil. This investment constitutes 7.61% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2018Q2. And since then Towerpoint Wealth, LLC has made 20 purchases of VCIT, at an average price of $84.83, for a total of 307,541.00 shares. In addition, there have been 9 sales at an average price of $81.35 for 100,501.00 shares. Based on historical transaction data and VCIT's current price of $81.75, Towerpoint Wealth, LLC's estimated gain on his VCIT holdings is $-988,602.63, reflecting a -3.79% gain to date.

Towerpoint Wealth, LLC VCIT ($81.75) Holding Chart

Towerpoint Wealth, LLC VCIT ($81.75) 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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