Number of Shares
149,865.00
Current Holdings Value*
$11.90 Mil
% of Portfolio
3.52%
Total Estimate Gain
$-726,376.06
% of Total Estimate Gain
-3.93%

Annapolis Financial Services, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2024-09-30, Annapolis Financial Services, LLC held 149,865.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $11.90 Mil. This investment constitutes 3.52% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0.03% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2020Q4. And since then Annapolis Financial Services, LLC has made 10 purchases of VCSH, at an average price of $81.74, for a total of 226,008.00 shares. In addition, there have been 5 sales at an average price of $76.80 for 76,143.00 shares. Based on historical transaction data and VCSH's current price of $79.40, Annapolis Financial Services, LLC's estimated gain on his VCSH holdings is $-726,376.06, reflecting a -3.93% gain to date.

Annapolis Financial Services, LLC VCSH ($79.40) Holding Chart

Annapolis Financial Services, LLC VCSH ($79.40) 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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