Number of Shares
108,624.00
Current Holdings Value*
$8.57 Mil
% of Portfolio
7.11%
Total Estimate Gain
$103,247.22
% of Total Estimate Gain
1.21%

SpringVest Wealth Management LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, SpringVest Wealth Management LLC held 108,624.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $8.57 Mil. This investment constitutes 7.11% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0.02% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2024Q4. And since then SpringVest Wealth Management LLC has made 1 purchases of VCSH, at an average price of $78.42, for a total of 108,624.00 shares. Based on historical transaction data and VCSH's current price of $79.37, SpringVest Wealth Management LLC's estimated gain on his VCSH holdings is $103,247.22, reflecting a 1.21% gain to date.

SpringVest Wealth Management LLC VCSH ($79.37) Holding Chart

SpringVest Wealth Management LLC VCSH ($79.37) 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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