Sequoia Financial Advisors, LLC VCSH Holdings History
Sequoia Financial Advisors, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Sequoia Financial Advisors, LLC held 3.18 Mil shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $250.77 Mil. This investment constitutes 1.94% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 0.7% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2018Q2. And since then Sequoia Financial Advisors, LLC has made 16 purchases of VCSH, at an average price of $78.46, for a total of 3.23 Mil shares. In addition, there have been 10 sales at an average price of $79.52 for 52,145.00 shares. Based on historical transaction data and VCSH's current price of $79.05, Sequoia Financial Advisors, LLC's estimated gain on his VCSH holdings is $1.92 Mil, reflecting a 0.76% gain to date.
Sequoia Financial Advisors, LLC VCSH ($79.05) Holding Chart
Sequoia Financial Advisors, LLC VCSH ($79.05) 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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