Level Financial Advisors VCSH Holdings History
Level Financial Advisors's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 160,909.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $12.79 Mil. This investment constitutes 3.98% of their stock portfolio, and Level Financial Advisors now holds 0.04% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2021Q4. And since then Level Financial Advisors has made 12 purchases of VCSH, at an average price of $78.30, for a total of 179,221.00 shares. In addition, there have been 2 sales at an average price of $75.88 for 18,312.00 shares. Based on historical transaction data and VCSH's current price of $79.32, Level Financial Advisors's estimated gain on his VCSH holdings is $119,675.08, reflecting a 0.85% gain to date.
Level Financial Advisors VCSH ($79.32) Holding Chart
Level Financial Advisors VCSH ($79.32) 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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