Oakwell Private Wealth Management, LLC VCSH Holdings History
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 $79.29, Oakwell Private Wealth Management, LLC's estimated gain on his VCSH holdings is $304,210.97, reflecting a 3.44% gain to date.
Oakwell Private Wealth Management, LLC VCSH ($79.29) Holding Chart
Oakwell Private Wealth Management, LLC VCSH ($79.29) 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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