Number of Shares
119,448.00
Current Holdings Value*
$9.25 Mil
% of Portfolio
5.34%
Total Estimate Gain
$110,707.81
% of Total Estimate Gain
1.16%

Kaizen Financial Strategies's Vanguard Core Bond ETF Holding Summary

As of 2025-03-31, Kaizen Financial Strategies held 119,448.00 shares of Vanguard Core Bond ETF(VCRB), totaling $9.25 Mil. This investment constitutes 5.34% of their stock portfolio, and Kaizen Financial Strategies now holds 0.45% of the outstanding Vanguard Core Bond ETF(VCRB) stock.

The initial trade took place in 2024Q2. And since then Kaizen Financial Strategies has made 3 purchases of VCRB, at an average price of $75.78, for a total of 126,002.00 shares. In addition, there have been 1 sales at an average price of $77.18 for 6,554.00 shares. Based on historical transaction data and VCRB's current price of $76.64, Kaizen Financial Strategies's estimated gain on his VCRB holdings is $110,707.81, reflecting a 1.16% gain to date.

Kaizen Financial Strategies VCRB ($76.64) Holding Chart

Kaizen Financial Strategies VCRB ($76.64) 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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