Venturi Wealth Management, LLC VCIT Holdings History
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 $82.43, Venturi Wealth Management, LLC's estimated gain on his VCIT holdings is $2.53 Mil, reflecting a 2.23% gain to date.
Venturi Wealth Management, LLC VCIT ($82.43) Holding Chart
Venturi Wealth Management, LLC VCIT ($82.43) 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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