Number of Shares
64,405.00
Current Holdings Value*
$3.78 Mil
% of Portfolio
3.19%
Total Estimate Gain
$16,598.40
% of Total Estimate Gain
0.44%

Accredited Wealth Management, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, Accredited Wealth Management, LLC held 64,405.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $3.78 Mil. This investment constitutes 3.19% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2024Q4. And since then Accredited Wealth Management, LLC has made 1 purchases of VGSH, at an average price of $58.35, for a total of 64,405.00 shares. Based on historical transaction data and VGSH's current price of $58.61, Accredited Wealth Management, LLC's estimated gain on his VGSH holdings is $16,598.40, reflecting a 0.44% gain to date.

Accredited Wealth Management, LLC VGSH ($58.61) Holding Chart

Accredited Wealth Management, LLC VGSH ($58.61) 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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