WealthStone, Inc. VCIT Holdings History

Number of Shares
104,260.00
Current Holdings Value*
$9.70 Mil
% of Portfolio
3.54%
Total Estimate Gain
$-799,907.72
% of Total Estimate Gain
-8.46%

WealthStone, Inc.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2021-03-31, WealthStone, Inc. held 104,260.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $9.70 Mil. This investment constitutes 3.54% of their stock portfolio, and WealthStone, Inc. now holds 0.02% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2019Q2. And since then WealthStone, Inc. has made 7 purchases of VCIT, at an average price of $90.59, for a total of 104,365.00 shares. In addition, there have been 1 sales at an average price of $90.59 for 105.00 shares. Based on historical transaction data and VCIT's current price of $82.92, WealthStone, Inc.'s estimated gain on his VCIT holdings is $-799,907.72, reflecting a -8.46% gain to date.

WealthStone, Inc. VCIT ($82.92) Holding Chart

WealthStone, Inc. VCIT ($82.92) 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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