Number of Shares
73,882.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
3.13%
Total Estimate Gain
$-25,741.68
% of Total Estimate Gain
-0.45%

Quantum Financial Planning Services, Inc.'s Vanguard Core Bond ETF Holding Summary

As of 2025-03-31, Quantum Financial Planning Services, Inc. held 73,882.00 shares of Vanguard Core Bond ETF(VCRB), totaling $5.72 Mil. This investment constitutes 3.13% of their stock portfolio, and Quantum Financial Planning Services, Inc. now holds 0.27% of the outstanding Vanguard Core Bond ETF(VCRB) stock.

The initial trade took place in 2024Q4. And since then Quantum Financial Planning Services, Inc. has made 1 purchases of VCRB, at an average price of $77.14, for a total of 73,882.00 shares. Based on historical transaction data and VCRB's current price of $76.79, Quantum Financial Planning Services, Inc.'s estimated gain on his VCRB holdings is $-25,741.68, reflecting a -0.45% gain to date.

Quantum Financial Planning Services, Inc. VCRB ($76.79) Holding Chart

Quantum Financial Planning Services, Inc. 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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