Number of Shares
174,452.00
Current Holdings Value*
$13.77 Mil
% of Portfolio
4.14%
Total Estimate Gain
$715,024.26
% of Total Estimate Gain
4.73%

Grey Fox Wealth Advisors, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 174,452.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $13.77 Mil. This investment constitutes 4.14% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.04% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2022Q4. And since then Grey Fox Wealth Advisors, LLC has made 6 purchases of VCSH, at an average price of $75.45, for a total of 200,223.00 shares. In addition, there have been 3 sales at an average price of $78.46 for 25,771.00 shares. Based on historical transaction data and VCSH's current price of $79.11, Grey Fox Wealth Advisors, LLC's estimated gain on his VCSH holdings is $715,024.26, reflecting a 4.73% gain to date.

Grey Fox Wealth Advisors, LLC VCSH ($79.11) Holding Chart

Grey Fox Wealth Advisors, LLC VCSH ($79.11) 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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