KEYVANTAGE WEALTH, LLC VCSH Holdings History
Number of Shares
111,930.00
Current Holdings Value*
$8.84 Mil
% of Portfolio
4.3%
Total Estimate Gain
$61,561.50
% of Total Estimate Gain
0.70%
KEYVANTAGE WEALTH, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 111,930.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $8.84 Mil. This investment constitutes 4.3% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.03% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2025Q1. And since then KEYVANTAGE WEALTH, LLC has made 1 purchases of VCSH, at an average price of $78.41, for a total of 111,930.00 shares. Based on historical transaction data and VCSH's current price of $78.96, KEYVANTAGE WEALTH, LLC's estimated gain on his VCSH holdings is $61,561.50, reflecting a 0.70% gain to date.
KEYVANTAGE WEALTH, LLC VCSH ($78.96) Holding Chart
KEYVANTAGE WEALTH, LLC VCSH ($78.96) 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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