Topsail Wealth Management, LLC VCRM Holdings History
Number of Shares
79,045.00
Current Holdings Value*
$5.87 Mil
% of Portfolio
1.19%
Total Estimate Gain
$-175,522.02
% of Total Estimate Gain
-2.96%
Topsail Wealth Management, LLC's Vanguard Core Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Topsail Wealth Management, LLC held 79,045.00 shares of Vanguard Core Tax-Exempt Bond ETF(VCRM), totaling $5.87 Mil. This investment constitutes 1.19% of their stock portfolio, and Topsail Wealth Management, LLC now holds -% of the outstanding Vanguard Core Tax-Exempt Bond ETF(VCRM) stock.
The initial trade took place in 2024Q4. And since then Topsail Wealth Management, LLC has made 1 purchases of VCRM, at an average price of $75.01, for a total of 79,045.00 shares. Based on historical transaction data and VCRM's current price of $72.79, Topsail Wealth Management, LLC's estimated gain on his VCRM holdings is $-175,522.02, reflecting a -2.96% gain to date.
Topsail Wealth Management, LLC VCRM ($72.79) Holding Chart
Topsail Wealth Management, LLC VCRM ($72.79) 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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