Forbes Financial Planning, Inc. VCSH Holdings History
Forbes Financial Planning, Inc.'s Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 87,055.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $6.87 Mil. This investment constitutes 5.09% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.02% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2021Q4. And since then Forbes Financial Planning, Inc. has made 5 purchases of VCSH, at an average price of $78.35, for a total of 178,220.00 shares. In addition, there have been 5 sales at an average price of $79.28 for 91,165.00 shares. Based on historical transaction data and VCSH's current price of $79.23, Forbes Financial Planning, Inc.'s estimated gain on his VCSH holdings is $161,972.48, reflecting a 1.16% gain to date.
Forbes Financial Planning, Inc. VCSH ($79.23) Holding Chart
Forbes Financial Planning, Inc. 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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