Trellis Wealth Advisors LLC VCSH Holdings History
Trellis Wealth Advisors LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 74,819.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $5.91 Mil. This investment constitutes 2.87% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0.02% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2022Q4. And since then Trellis Wealth Advisors LLC has made 7 purchases of VCSH, at an average price of $75.31, for a total of 76,138.00 shares. In addition, there have been 1 sales at an average price of $77.19 for 1,319.00 shares. Based on historical transaction data and VCSH's current price of $79.10, Trellis Wealth Advisors LLC's estimated gain on his VCSH holdings is $286,392.33, reflecting a 4.99% gain to date.
Trellis Wealth Advisors LLC VCSH ($79.10) Holding Chart
Trellis Wealth Advisors LLC 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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