GRAND WEALTH MANAGEMENT, LLC VCSH Holdings History
GRAND WEALTH MANAGEMENT, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 64,447.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $5.09 Mil. This investment constitutes 2.8% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2021Q4. And since then GRAND WEALTH MANAGEMENT, LLC has made 6 purchases of VCSH, at an average price of $80.27, for a total of 415,494.00 shares. In addition, there have been 7 sales at an average price of $75.14 for 351,047.00 shares. Based on historical transaction data and VCSH's current price of $79.40, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his VCSH holdings is $-1.86 Mil, reflecting a -5.57% gain to date.
GRAND WEALTH MANAGEMENT, LLC VCSH ($79.40) Holding Chart
GRAND WEALTH MANAGEMENT, LLC VCSH ($79.40) 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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