AllSquare Wealth Management LLC VCSH Holdings History
AllSquare Wealth Management LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 252,434.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $19.93 Mil. This investment constitutes 11.83% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0.06% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2014Q4. And since then AllSquare Wealth Management LLC has made 7 purchases of VCSH, at an average price of $80.99, for a total of 374,780.00 shares. In addition, there have been 24 sales at an average price of $78.20 for 122,346.00 shares. Based on historical transaction data and VCSH's current price of $79.22, AllSquare Wealth Management LLC's estimated gain on his VCSH holdings is $-786,969.65, reflecting a -2.59% gain to date.
AllSquare Wealth Management LLC VCSH ($79.22) Holding Chart
AllSquare Wealth Management LLC VCSH ($79.22) 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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