Number of Shares
3.18 Mil
Current Holdings Value*
$250.77 Mil
% of Portfolio
1.94%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
0.76%

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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