Number of Shares
433,199.00
Current Holdings Value*
$34.20 Mil
% of Portfolio
14.64%
Total Estimate Gain
$187,688.28
% of Total Estimate Gain
0.46%

Adaptive Financial Consulting, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Adaptive Financial Consulting, LLC held 433,199.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $34.20 Mil. This investment constitutes 14.64% of their stock portfolio, and Adaptive Financial Consulting, LLC now holds 0.1% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2019Q4. And since then Adaptive Financial Consulting, LLC has made 14 purchases of VCSH, at an average price of $78.62, for a total of 515,414.00 shares. In addition, there have been 7 sales at an average price of $76.87 for 82,215.00 shares. Based on historical transaction data and VCSH's current price of $79.38, Adaptive Financial Consulting, LLC's estimated gain on his VCSH holdings is $187,688.28, reflecting a 0.46% gain to date.

Adaptive Financial Consulting, LLC VCSH ($79.38) Holding Chart

Adaptive Financial Consulting, LLC VCSH ($79.38) 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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