Wayfinding Financial, LLC VSDM Holdings History
Number of Shares
23,903.00
Current Holdings Value*
$1.80 Mil
% of Portfolio
0.79%
Total Estimate Gain
$11,951.50
% of Total Estimate Gain
0.66%
Wayfinding Financial, LLC's Vanguard Short Duration Tax-Exempt Bond ETF Holding Summary
As of 2025-03-31, Wayfinding Financial, LLC held 23,903.00 shares of Vanguard Short Duration Tax-Exempt Bond ETF(VSDM), totaling $1.80 Mil. This investment constitutes 0.79% of their stock portfolio, and Wayfinding Financial, LLC now holds -% of the outstanding Vanguard Short Duration Tax-Exempt Bond ETF(VSDM) stock.
The initial trade took place in 2025Q1. And since then Wayfinding Financial, LLC has made 1 purchases of VSDM, at an average price of $75.23, for a total of 23,903.00 shares. Based on historical transaction data and VSDM's current price of $75.73, Wayfinding Financial, LLC's estimated gain on his VSDM holdings is $11,951.50, reflecting a 0.66% gain to date.
Wayfinding Financial, LLC VSDM ($75.73) Holding Chart
Wayfinding Financial, LLC VSDM ($75.73) 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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