Total Wealth Planning, LLC VCSH Holdings History
Total Wealth Planning, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Total Wealth Planning, LLC held 626,767.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $49.48 Mil. This investment constitutes 7.57% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.14% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2018Q4. And since then Total Wealth Planning, LLC has made 18 purchases of VCSH, at an average price of $79.34, for a total of 1.33 Mil shares. In addition, there have been 7 sales at an average price of $79.29 for 705,980.00 shares. Based on historical transaction data and VCSH's current price of $79.05, Total Wealth Planning, LLC's estimated gain on his VCSH holdings is $-225,265.62, reflecting a -0.21% gain to date.
Total Wealth Planning, LLC VCSH ($79.05) Holding Chart
Total Wealth Planning, LLC VCSH ($79.05) 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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