Lauer Wealth, LLC VCSH Holdings History

Number of Shares
14,105.00
Current Holdings Value*
$1.12 Mil
% of Portfolio
0.86%
Total Estimate Gain
$143,023.19
% of Total Estimate Gain
1.76%

Lauer Wealth, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Lauer Wealth, LLC held 14,105.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $1.12 Mil. This investment constitutes 0.86% of their stock portfolio, and Lauer Wealth, LLC now holds 0% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2023Q1. And since then Lauer Wealth, LLC has made 5 purchases of VCSH, at an average price of $76.04, for a total of 106,592.00 shares. In addition, there have been 3 sales at an average price of $77.10 for 92,487.00 shares. Based on historical transaction data and VCSH's current price of $79.23, Lauer Wealth, LLC's estimated gain on his VCSH holdings is $143,023.19, reflecting a 1.76% gain to date.

Lauer Wealth, LLC VCSH ($79.23) Holding Chart

Lauer Wealth, 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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