Olde Wealth Management, LLC VCRB Holdings History
Number of Shares
70,424.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
1.92%
Total Estimate Gain
$19,014.48
% of Total Estimate Gain
0.35%
Olde Wealth Management, LLC's Vanguard Core Bond ETF Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 70,424.00 shares of Vanguard Core Bond ETF(VCRB), totaling $5.45 Mil. This investment constitutes 1.92% of their stock portfolio, and Olde Wealth Management, LLC now holds 0.21% of the outstanding Vanguard Core Bond ETF(VCRB) stock.
The initial trade took place in 2025Q1. And since then Olde Wealth Management, LLC has made 1 purchases of VCRB, at an average price of $76.52, for a total of 70,424.00 shares. Based on historical transaction data and VCRB's current price of $76.79, Olde Wealth Management, LLC's estimated gain on his VCRB holdings is $19,014.48, reflecting a 0.35% gain to date.
Olde Wealth Management, LLC VCRB ($76.79) Holding Chart
Olde Wealth Management, LLC VCRB ($76.79) 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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