Number of Shares
616,580.00
Current Holdings Value*
$46.80 Mil
% of Portfolio
3.99%
Total Estimate Gain
$-1.76 Mil
% of Total Estimate Gain
-3.71%

GDS Wealth Management's Vanguard Long-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, GDS Wealth Management held 616,580.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $46.80 Mil. This investment constitutes 3.99% of their stock portfolio, and GDS Wealth Management now holds 0.33% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.

The initial trade took place in 2024Q1. And since then GDS Wealth Management has made 5 purchases of VCLT, at an average price of $77.09, for a total of 616,580.00 shares. Based on historical transaction data and VCLT's current price of $74.23, GDS Wealth Management's estimated gain on his VCLT holdings is $-1.76 Mil, reflecting a -3.71% gain to date.

GDS Wealth Management VCLT ($74.23) Holding Chart

GDS Wealth Management VCLT ($74.23) 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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