Number of Shares
99,472.00
Current Holdings Value*
$7.85 Mil
% of Portfolio
2.17%
Total Estimate Gain
$312,168.73
% of Total Estimate Gain
3.53%

Oakwell Private Wealth Management, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Oakwell Private Wealth Management, LLC held 99,472.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $7.85 Mil. This investment constitutes 2.17% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2023Q4. And since then Oakwell Private Wealth Management, LLC has made 5 purchases of VCSH, at an average price of $76.55, for a total of 115,616.00 shares. In addition, there have been 1 sales at an average price of $78.48 for 16,144.00 shares. Based on historical transaction data and VCSH's current price of $79.37, Oakwell Private Wealth Management, LLC's estimated gain on his VCSH holdings is $312,168.73, reflecting a 3.53% gain to date.

Oakwell Private Wealth Management, LLC VCSH ($79.37) Holding Chart

Oakwell Private Wealth Management, LLC VCSH ($79.37) 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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