Number of Shares
318,606.00
Current Holdings Value*
$24.11 Mil
% of Portfolio
2.76%
Total Estimate Gain
$-550,385.07
% of Total Estimate Gain
-1.35%

BDO Wealth Advisors, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2023-06-30, BDO Wealth Advisors, LLC held 318,606.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $24.11 Mil. This investment constitutes 2.76% of their stock portfolio, and BDO Wealth Advisors, LLC now holds 0.07% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2018Q2. And since then BDO Wealth Advisors, LLC has made 12 purchases of VCSH, at an average price of $79.34, for a total of 514,706.00 shares. In addition, there have been 10 sales at an average price of $76.72 for 196,100.00 shares. Based on historical transaction data and VCSH's current price of $79.23, BDO Wealth Advisors, LLC's estimated gain on his VCSH holdings is $-550,385.07, reflecting a -1.35% gain to date.

BDO Wealth Advisors, LLC VCSH ($79.23) Holding Chart

BDO Wealth Advisors, LLC 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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