Number of Shares
164,563.00
Current Holdings Value*
$13.08 Mil
% of Portfolio
5.11%
Total Estimate Gain
$-184,416.49
% of Total Estimate Gain
-1.29%

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

As of 2025-06-30, Lowe Wealth Advisors, LLC held 164,563.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $13.08 Mil. This investment constitutes 5.11% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0.04% 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 20 purchases of VCSH, at an average price of $79.94, for a total of 179,283.00 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 $79.12, Lowe Wealth Advisors, LLC's estimated gain on his VCSH holdings is $-184,416.49, reflecting a -1.29% gain to date.

Lowe Wealth Advisors, LLC VCSH ($79.12) Holding Chart

Lowe Wealth Advisors, LLC VCSH ($79.12) 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 %

Top Ranked Articles

  • 1