Number of Shares
155,215.00
Current Holdings Value*
$12.25 Mil
% of Portfolio
5.21%
Total Estimate Gain
$-144,228.09
% of Total Estimate Gain
-1.06%

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

As of 2025-03-31, Lowe Wealth Advisors, LLC held 155,215.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $12.25 Mil. This investment constitutes 5.21% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0.03% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2015Q1. And since then Lowe Wealth Advisors, LLC has made 19 purchases of VCSH, at an average price of $80.00, for a total of 169,935.00 shares. In addition, there have been 9 sales at an average price of $76.57 for 14,720.00 shares. Based on historical transaction data and VCSH's current price of $79.40, Lowe Wealth Advisors, LLC's estimated gain on his VCSH holdings is $-144,228.09, reflecting a -1.06% gain to date.

Lowe Wealth Advisors, LLC VCSH ($79.40) Holding Chart

Lowe Wealth Advisors, LLC VCSH ($79.40) 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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