Number of Shares
89,466.00
Current Holdings Value*
$7.00 Mil
% of Portfolio
2.94%
Total Estimate Gain
$98,197.35
% of Total Estimate Gain
1.41%

VCI Wealth Management LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-03-31, VCI Wealth Management LLC held 89,466.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $7.00 Mil. This investment constitutes 2.94% of their stock portfolio, and VCI Wealth Management LLC now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2024Q4. And since then VCI Wealth Management LLC has made 2 purchases of BSV, at an average price of $77.60, for a total of 89,466.00 shares. Based on historical transaction data and BSV's current price of $78.70, VCI Wealth Management LLC's estimated gain on his BSV holdings is $98,197.35, reflecting a 1.41% gain to date.

VCI Wealth Management LLC BSV ($78.70) Holding Chart

VCI Wealth Management LLC BSV ($78.70) 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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