Number of Shares
746,084.00
Current Holdings Value*
$58.90 Mil
% of Portfolio
32.22%
Total Estimate Gain
$604,528.36
% of Total Estimate Gain
1.03%

Quantum Financial Planning Services, Inc.'s Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Quantum Financial Planning Services, Inc. held 746,084.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $58.90 Mil. This investment constitutes 32.22% of their stock portfolio, and Quantum Financial Planning Services, Inc. now holds 0.16% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2024Q4. And since then Quantum Financial Planning Services, Inc. has made 1 purchases of VCSH, at an average price of $78.42, for a total of 746,084.00 shares. Based on historical transaction data and VCSH's current price of $79.23, Quantum Financial Planning Services, Inc.'s estimated gain on his VCSH holdings is $604,528.36, reflecting a 1.03% gain to date.

Quantum Financial Planning Services, Inc. VCSH ($79.23) Holding Chart

Quantum Financial Planning Services, Inc. VCSH ($79.23) 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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