CYPRESS FINANCIAL PLANNING LLC VCSH Holdings History
CYPRESS FINANCIAL PLANNING LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 318,167.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $25.29 Mil. This investment constitutes 8.25% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0.07% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2022Q2. And since then CYPRESS FINANCIAL PLANNING LLC has made 9 purchases of VCSH, at an average price of $76.87, for a total of 496,804.00 shares. In addition, there have been 3 sales at an average price of $75.51 for 178,637.00 shares. Based on historical transaction data and VCSH's current price of $79.23, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his VCSH holdings is $509,608.45, reflecting a 1.33% gain to date.
CYPRESS FINANCIAL PLANNING LLC VCSH ($79.23) Holding Chart
CYPRESS FINANCIAL PLANNING 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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