GRAND WEALTH MANAGEMENT, LLC VCRB Holdings History
GRAND WEALTH MANAGEMENT, LLC's Vanguard Core Bond ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 54,005.00 shares of Vanguard Core Bond ETF(VCRB), totaling $4.18 Mil. This investment constitutes 2.3% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.16% of the outstanding Vanguard Core Bond ETF(VCRB) stock.
The initial trade took place in 2024Q1. And since then GRAND WEALTH MANAGEMENT, LLC has made 5 purchases of VCRB, at an average price of $76.77, for a total of 54,005.00 shares. Based on historical transaction data and VCRB's current price of $77.33, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his VCRB holdings is $30,179.86, reflecting a 0.73% gain to date.
GRAND WEALTH MANAGEMENT, LLC VCRB ($77.33) Holding Chart
GRAND WEALTH MANAGEMENT, LLC VCRB ($77.33) 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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