Number of Shares
25,560.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
0.34%
Total Estimate Gain
$-588,864.94
% of Total Estimate Gain
-3.78%

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 %

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