VSM Wealth Advisory, LLC VCSH Holdings History
Number of Shares
211,429.00
Current Holdings Value*
$16.69 Mil
% of Portfolio
6%
Total Estimate Gain
$207,356.19
% of Total Estimate Gain
1.25%
VSM Wealth Advisory, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, VSM Wealth Advisory, LLC held 211,429.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $16.69 Mil. This investment constitutes 6% of their stock portfolio, and VSM Wealth Advisory, LLC now holds 0.05% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2024Q4. And since then VSM Wealth Advisory, LLC has made 1 purchases of VCSH, at an average price of $78.42, for a total of 211,429.00 shares. Based on historical transaction data and VCSH's current price of $79.40, VSM Wealth Advisory, LLC's estimated gain on his VCSH holdings is $207,356.19, reflecting a 1.25% gain to date.
VSM Wealth Advisory, LLC VCSH ($79.40) Holding Chart
VSM Wealth Advisory, LLC VCSH ($79.40) 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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