4WEALTH ADVISORS, INC. VGSH Holdings History
Number of Shares
47,254.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
3.02%
Total Estimate Gain
$11,013.78
% of Total Estimate Gain
0.40%
4WEALTH ADVISORS, INC.'s Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, 4WEALTH ADVISORS, INC. held 47,254.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $2.77 Mil. This investment constitutes 3.02% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0.01% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2024Q4. And since then 4WEALTH ADVISORS, INC. has made 1 purchases of VGSH, at an average price of $58.35, for a total of 47,254.00 shares. Based on historical transaction data and VGSH's current price of $58.58, 4WEALTH ADVISORS, INC.'s estimated gain on his VGSH holdings is $11,013.78, reflecting a 0.40% gain to date.
4WEALTH ADVISORS, INC. VGSH ($58.58) Holding Chart
4WEALTH ADVISORS, INC. VGSH ($58.58) 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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