Number of Shares
29,434.00
Current Holdings Value*
$2.32 Mil
% of Portfolio
2.55%
Total Estimate Gain
$23,952.75
% of Total Estimate Gain
1.04%

VERUS WEALTH MANAGEMENT, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, VERUS WEALTH MANAGEMENT, LLC held 29,434.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $2.32 Mil. This investment constitutes 2.55% of their stock portfolio, and VERUS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2024Q4. And since then VERUS WEALTH MANAGEMENT, LLC has made 1 purchases of VCSH, at an average price of $78.42, for a total of 29,434.00 shares. Based on historical transaction data and VCSH's current price of $79.23, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his VCSH holdings is $23,952.75, reflecting a 1.04% gain to date.

VERUS WEALTH MANAGEMENT, LLC VCSH ($79.23) Holding Chart

VERUS WEALTH MANAGEMENT, 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 %

Top Ranked Articles

  • 1