Physician Wealth Solutions Inc. VCRM Holdings History
Number of Shares
72,386.00
Current Holdings Value*
$5.33 Mil
% of Portfolio
2.47%
Total Estimate Gain
$-42,707.74
% of Total Estimate Gain
-0.81%
Physician Wealth Solutions Inc.'s Vanguard Core Tax-Exempt Bond ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 72,386.00 shares of Vanguard Core Tax-Exempt Bond ETF(VCRM), totaling $5.33 Mil. This investment constitutes 2.47% of their stock portfolio, and Physician Wealth Solutions Inc. now holds -% of the outstanding Vanguard Core Tax-Exempt Bond ETF(VCRM) stock.
The initial trade took place in 2025Q2. And since then Physician Wealth Solutions Inc. has made 1 purchases of VCRM, at an average price of $73.21, for a total of 72,386.00 shares. Based on historical transaction data and VCRM's current price of $72.62, Physician Wealth Solutions Inc.'s estimated gain on his VCRM holdings is $-42,707.74, reflecting a -0.81% gain to date.
Physician Wealth Solutions Inc. VCRM ($72.62) Holding Chart
Physician Wealth Solutions Inc. VCRM ($72.62) 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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