Number of Shares
14,825.00
Current Holdings Value*
$1.17 Mil
% of Portfolio
1.05%
Total Estimate Gain
$33,921.15
% of Total Estimate Gain
2.96%

Clear Point Advisors Inc.'s Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Clear Point Advisors Inc. held 14,825.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $1.17 Mil. This investment constitutes 1.05% of their stock portfolio, and Clear Point Advisors Inc. now holds 0% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 4 purchases of VCSH, at an average price of $76.81, for a total of 14,923.00 shares. In addition, there have been 1 sales at an average price of $77.19 for 98.00 shares. Based on historical transaction data and VCSH's current price of $79.10, Clear Point Advisors Inc.'s estimated gain on his VCSH holdings is $33,921.15, reflecting a 2.96% gain to date.

Clear Point Advisors Inc. VCSH ($79.10) Holding Chart

Clear Point Advisors Inc. VCSH ($79.10) 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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