Insight Wealth Partners, LLC VCSH Holdings History
Insight Wealth Partners, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 25,560.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $2.02 Mil. This investment constitutes 0.34% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2020Q3. And since then Insight Wealth Partners, LLC has made 12 purchases of VCSH, at an average price of $82.14, for a total of 189,866.00 shares. In addition, there have been 7 sales at an average price of $79.01 for 164,306.00 shares. Based on historical transaction data and VCSH's current price of $79.23, Insight Wealth Partners, LLC's estimated gain on his VCSH holdings is $-588,864.94, reflecting a -3.78% gain to date.
Insight Wealth Partners, LLC VCSH ($79.23) Holding Chart
Insight Wealth Partners, 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 % |
Top Ranked Articles
- 1