Number of Shares
84,050.00
Current Holdings Value*
$6.52 Mil
% of Portfolio
2.88%
Total Estimate Gain
$-40,600.88
% of Total Estimate Gain
-0.61%

Landmark Wealth Management, LLC's Vanguard Core-Plus Bond ETF Holding Summary

As of 2025-03-31, Landmark Wealth Management, LLC held 84,050.00 shares of Vanguard Core-Plus Bond ETF(VPLS), totaling $6.52 Mil. This investment constitutes 2.88% of their stock portfolio, and Landmark Wealth Management, LLC now holds 1.31% of the outstanding Vanguard Core-Plus Bond ETF(VPLS) stock.

The initial trade took place in 2024Q3. And since then Landmark Wealth Management, LLC has made 2 purchases of VPLS, at an average price of $78.05, for a total of 85,973.00 shares. In addition, there have been 1 sales at an average price of $76.71 for 1,923.00 shares. Based on historical transaction data and VPLS's current price of $77.60, Landmark Wealth Management, LLC's estimated gain on his VPLS holdings is $-40,600.88, reflecting a -0.61% gain to date.

Landmark Wealth Management, LLC VPLS ($77.60) Holding Chart

Landmark Wealth Management, LLC VPLS ($77.60) 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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