Number of Shares
71,251.00
Current Holdings Value*
$5.62 Mil
% of Portfolio
2.4%
Total Estimate Gain
$43,735.67
% of Total Estimate Gain
0.21%

PLANNING DIRECTIONS INC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, PLANNING DIRECTIONS INC held 71,251.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $5.62 Mil. This investment constitutes 2.4% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0.02% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2018Q2. And since then PLANNING DIRECTIONS INC has made 13 purchases of VCSH, at an average price of $78.83, for a total of 264,427.00 shares. In addition, there have been 15 sales at an average price of $78.89 for 193,176.00 shares. Based on historical transaction data and VCSH's current price of $79.27, PLANNING DIRECTIONS INC's estimated gain on his VCSH holdings is $43,735.67, reflecting a 0.21% gain to date.

PLANNING DIRECTIONS INC VCSH ($79.27) Holding Chart

PLANNING DIRECTIONS INC VCSH ($79.27) 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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