TrinityPoint Wealth, LLC VCSH Holdings History
TrinityPoint Wealth, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 46,636.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $3.64 Mil. This investment constitutes 0.51% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2024Q1. And since then TrinityPoint Wealth, LLC has made 4 purchases of VCSH, at an average price of $77.83, for a total of 46,636.00 shares. Based on historical transaction data and VCSH's current price of $79.23, TrinityPoint Wealth, LLC's estimated gain on his VCSH holdings is $65,365.92, reflecting a 1.80% gain to date.
TrinityPoint Wealth, LLC VCSH ($79.23) Holding Chart
TrinityPoint Wealth, LLC VCSH ($79.23) 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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