Number of Shares
70,392.00
Current Holdings Value*
$5.75 Mil
% of Portfolio
3.24%
Total Estimate Gain
$250,252.28
% of Total Estimate Gain
4.29%

Yoder Wealth Management, Inc.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Yoder Wealth Management, Inc. held 70,392.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $5.75 Mil. This investment constitutes 3.24% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.01% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2023Q1. And since then Yoder Wealth Management, Inc. has made 2 purchases of VCIT, at an average price of $78.55, for a total of 74,349.00 shares. In addition, there have been 5 sales at an average price of $80.90 for 3,957.00 shares. Based on historical transaction data and VCIT's current price of $81.97, Yoder Wealth Management, Inc.'s estimated gain on his VCIT holdings is $250,252.28, reflecting a 4.29% gain to date.

Yoder Wealth Management, Inc. VCIT ($81.97) Holding Chart

Yoder Wealth Management, Inc. VCIT ($81.97) 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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