Number of Shares
50,222.00
Current Holdings Value*
$3.89 Mil
% of Portfolio
5.92%
Total Estimate Gain
$-161,684.33
% of Total Estimate Gain
-2.58%

High Pines Wealth Management, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2023-12-31, High Pines Wealth Management, LLC held 50,222.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $3.89 Mil. This investment constitutes 5.92% of their stock portfolio, and High Pines Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2021Q2. And since then High Pines Wealth Management, LLC has made 6 purchases of VCSH, at an average price of $80.39, for a total of 77,982.00 shares. In addition, there have been 5 sales at an average price of $76.37 for 27,760.00 shares. Based on historical transaction data and VCSH's current price of $79.40, High Pines Wealth Management, LLC's estimated gain on his VCSH holdings is $-161,684.33, reflecting a -2.58% gain to date.

High Pines Wealth Management, LLC VCSH ($79.40) Holding Chart

High Pines 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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