Number of Shares
668,447.00
Current Holdings Value*
$55.43 Mil
% of Portfolio
2.74%
Total Estimate Gain
$2.60 Mil
% of Total Estimate Gain
2.28%

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

As of 2025-06-30, Venturi Wealth Management, LLC held 668,447.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $55.43 Mil. This investment constitutes 2.74% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0.1% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2019Q1. And since then Venturi Wealth Management, LLC has made 10 purchases of VCIT, at an average price of $79.70, for a total of 1.43 Mil shares. In addition, there have been 6 sales at an average price of $80.63 for 758,043.00 shares. Based on historical transaction data and VCIT's current price of $82.53, Venturi Wealth Management, LLC's estimated gain on his VCIT holdings is $2.60 Mil, reflecting a 2.28% gain to date.

Venturi Wealth Management, LLC VCIT ($82.53) Holding Chart

Venturi Wealth Management, LLC VCIT ($82.53) 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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