Number of Shares
27,697.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
2.38%
Total Estimate Gain
$22,448.41
% of Total Estimate Gain
1.03%

4WEALTH ADVISORS, INC.'s Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, 4WEALTH ADVISORS, INC. held 27,697.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $2.19 Mil. This investment constitutes 2.38% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2024Q4. And since then 4WEALTH ADVISORS, INC. has made 1 purchases of VCSH, at an average price of $78.42, for a total of 27,697.00 shares. Based on historical transaction data and VCSH's current price of $79.23, 4WEALTH ADVISORS, INC.'s estimated gain on his VCSH holdings is $22,448.41, reflecting a 1.03% gain to date.

4WEALTH ADVISORS, INC. VCSH ($79.23) Holding Chart

4WEALTH ADVISORS, INC. VCSH ($79.23) 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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