Number of Shares
157,454.00
Current Holdings Value*
$12.43 Mil
% of Portfolio
4.06%
Total Estimate Gain
$181,715.34
% of Total Estimate Gain
1.14%

Gradient Capital Advisors, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Gradient Capital Advisors, LLC held 157,454.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $12.43 Mil. This investment constitutes 4.06% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.04% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2018Q2. And since then Gradient Capital Advisors, LLC has made 15 purchases of VCSH, at an average price of $78.06, for a total of 204,377.00 shares. In addition, there have been 13 sales at an average price of $78.38 for 46,923.00 shares. Based on historical transaction data and VCSH's current price of $79.12, Gradient Capital Advisors, LLC's estimated gain on his VCSH holdings is $181,715.34, reflecting a 1.14% gain to date.

Gradient Capital Advisors, LLC VCSH ($79.12) Holding Chart

Gradient Capital Advisors, LLC VCSH ($79.12) 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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