Number of Shares
37,214.00
Current Holdings Value*
$2.80 Mil
% of Portfolio
0.29%
Total Estimate Gain
$18,234.86
% of Total Estimate Gain
0.65%

Conservest Capital Advisors, Inc.'s Vanguard Short Duration Tax-Exempt Bond ETF Holding Summary

As of 2025-03-31, Conservest Capital Advisors, Inc. held 37,214.00 shares of Vanguard Short Duration Tax-Exempt Bond ETF(VSDM), totaling $2.80 Mil. This investment constitutes 0.29% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds -% of the outstanding Vanguard Short Duration Tax-Exempt Bond ETF(VSDM) stock.

The initial trade took place in 2025Q1. And since then Conservest Capital Advisors, Inc. has made 1 purchases of VSDM, at an average price of $75.23, for a total of 37,214.00 shares. Based on historical transaction data and VSDM's current price of $75.72, Conservest Capital Advisors, Inc.'s estimated gain on his VSDM holdings is $18,234.86, reflecting a 0.65% gain to date.

Conservest Capital Advisors, Inc. VSDM ($75.72) Holding Chart

Conservest Capital Advisors, Inc. VSDM ($75.72) 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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