Confluence Wealth Services, Inc.
Position in VCRM — VANGUARD CORE TAX-EXEMPT BOND ETF
CIK 1910411
MCMURRAY, PA
All Filings in VCRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,204,894 | 329,907 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $20,248,040 | 269,435 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,485,293 | 218,146 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||