Number of Shares
55,168.00
Current Holdings Value*
$4.34 Mil
% of Portfolio
14.07%
Total Estimate Gain
$96,523.00
% of Total Estimate Gain
1.13%

Independence Asset Advisors, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Independence Asset Advisors, LLC held 55,168.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $4.34 Mil. This investment constitutes 14.07% of their stock portfolio, and Independence Asset Advisors, LLC now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2023Q4. And since then Independence Asset Advisors, LLC has made 1 purchases of VCSH, at an average price of $77.94, for a total of 109,170.00 shares. In addition, there have been 2 sales at an average price of $78.41 for 54,002.00 shares. Based on historical transaction data and VCSH's current price of $79.23, Independence Asset Advisors, LLC's estimated gain on his VCSH holdings is $96,523.00, reflecting a 1.13% gain to date.

Independence Asset Advisors, LLC VCSH ($79.23) Holding Chart

Independence Asset Advisors, LLC VCSH ($79.23) 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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