Forvis Mazars Wealth Advisors, LLC VCRB Holdings History
Number of Shares
484,846.00
Current Holdings Value*
$37.54 Mil
% of Portfolio
0.9%
Total Estimate Gain
$-73,305.73
% of Total Estimate Gain
-0.20%
Forvis Mazars Wealth Advisors, LLC's Vanguard Core Bond ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 484,846.00 shares of Vanguard Core Bond ETF(VCRB), totaling $37.54 Mil. This investment constitutes 0.9% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 1.48% of the outstanding Vanguard Core Bond ETF(VCRB) stock.
The initial trade took place in 2024Q2. And since then Forvis Mazars Wealth Advisors, LLC has made 4 purchases of VCRB, at an average price of $76.83, for a total of 484,846.00 shares. Based on historical transaction data and VCRB's current price of $76.68, Forvis Mazars Wealth Advisors, LLC's estimated gain on his VCRB holdings is $-73,305.73, reflecting a -0.20% gain to date.
Forvis Mazars Wealth Advisors, LLC VCRB ($76.68) Holding Chart
Forvis Mazars Wealth Advisors, LLC VCRB ($76.68) 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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