Number of Shares
367,762.00
Current Holdings Value*
$29.24 Mil
% of Portfolio
5.84%
Total Estimate Gain
$766,617.15
% of Total Estimate Gain
1.11%

Leonard Rickey Investment Advisors P.L.L.C.'s Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-06-30, Leonard Rickey Investment Advisors P.L.L.C. held 367,762.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $29.24 Mil. This investment constitutes 5.84% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.08% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2018Q2. And since then Leonard Rickey Investment Advisors P.L.L.C. has made 26 purchases of VCSH, at an average price of $79.86, for a total of 863,379.00 shares. In addition, there have been 3 sales at an average price of $81.98 for 495,617.00 shares. Based on historical transaction data and VCSH's current price of $79.09, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his VCSH holdings is $766,617.15, reflecting a 1.11% gain to date.

Leonard Rickey Investment Advisors P.L.L.C. VCSH ($79.09) Holding Chart

Leonard Rickey Investment Advisors P.L.L.C. VCSH ($79.09) 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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