Stone Summit Wealth LLC VCSH Holdings History
Stone Summit Wealth LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-06-30, Stone Summit Wealth LLC held 91,325.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $7.26 Mil. This investment constitutes 2.25% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.02% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 11 purchases of VCSH, at an average price of $77.36, for a total of 121,392.00 shares. In addition, there have been 3 sales at an average price of $78.24 for 30,067.00 shares. Based on historical transaction data and VCSH's current price of $79.23, Stone Summit Wealth LLC's estimated gain on his VCSH holdings is $197,394.22, reflecting a 2.10% gain to date.
Stone Summit Wealth LLC VCSH ($79.23) Holding Chart
Stone Summit Wealth LLC 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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