Tandem Wealth Advisors LLC VCSH Holdings History
Tandem Wealth Advisors LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 171,285.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $13.52 Mil. This investment constitutes 7.07% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0.04% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 6 purchases of VCSH, at an average price of $74.68, for a total of 189,851.00 shares. In addition, there have been 3 sales at an average price of $75.82 for 18,566.00 shares. Based on historical transaction data and VCSH's current price of $79.42, Tandem Wealth Advisors LLC's estimated gain on his VCSH holdings is $833,466.87, reflecting a 5.88% gain to date.
Tandem Wealth Advisors LLC VCSH ($79.42) Holding Chart
Tandem Wealth Advisors LLC VCSH ($79.42) 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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