Number of Shares
46,664.00
Current Holdings Value*
$3.68 Mil
% of Portfolio
1.94%
Total Estimate Gain
$134,593.98
% of Total Estimate Gain
3.35%

Sightline Wealth Advisors, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Sightline Wealth Advisors, LLC held 46,664.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $3.68 Mil. This investment constitutes 1.94% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2022Q3. And since then Sightline Wealth Advisors, LLC has made 9 purchases of VCSH, at an average price of $76.52, for a total of 52,449.00 shares. In addition, there have been 1 sales at an average price of $78.48 for 5,785.00 shares. Based on historical transaction data and VCSH's current price of $79.17, Sightline Wealth Advisors, LLC's estimated gain on his VCSH holdings is $134,593.98, reflecting a 3.35% gain to date.

Sightline Wealth Advisors, LLC VCSH ($79.17) Holding Chart

Sightline Wealth Advisors, LLC VCSH ($79.17) 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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