Number of Shares
206,555.00
Current Holdings Value*
$16.31 Mil
% of Portfolio
4.05%
Total Estimate Gain
$-601,253.34
% of Total Estimate Gain
-1.85%

Mason & Associates Inc's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Mason & Associates Inc held 206,555.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $16.31 Mil. This investment constitutes 4.05% of their stock portfolio, and Mason & Associates Inc now holds 0.05% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2021Q4. And since then Mason & Associates Inc has made 5 purchases of VCSH, at an average price of $79.39, for a total of 408,426.00 shares. In addition, there have been 4 sales at an average price of $76.70 for 201,871.00 shares. Based on historical transaction data and VCSH's current price of $79.10, Mason & Associates Inc's estimated gain on his VCSH holdings is $-601,253.34, reflecting a -1.85% gain to date.

Mason & Associates Inc VCSH ($79.10) Holding Chart

Mason & Associates Inc VCSH ($79.10) 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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