Number of Shares
1.03 Mil
Current Holdings Value*
$81.29 Mil
% of Portfolio
4.76%
Total Estimate Gain
$-5.55 Mil
% of Total Estimate Gain
-3.02%

Strategic Financial Services, Inc.'s Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Strategic Financial Services, Inc. held 1.03 Mil shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $81.29 Mil. This investment constitutes 4.76% of their stock portfolio, and Strategic Financial Services, Inc. now holds 0.23% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2018Q2. And since then Strategic Financial Services, Inc. has made 23 purchases of VCSH, at an average price of $80.05, for a total of 2.30 Mil shares. In addition, there have been 5 sales at an average price of $76.44 for 1.27 Mil shares. Based on historical transaction data and VCSH's current price of $79.10, Strategic Financial Services, Inc.'s estimated gain on his VCSH holdings is $-5.55 Mil, reflecting a -3.02% gain to date.

Strategic Financial Services, Inc. VCSH ($79.10) Holding Chart

Strategic Financial Services, Inc. VCSH ($79.10) 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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