AdvicePeriod, LLC VGSH Holdings History

Number of Shares
1.04 Mil
Current Holdings Value*
$63.88 Mil
% of Portfolio
4.16%
Total Estimate Gain
$-3.40 Mil
% of Total Estimate Gain
-5.29%

AdvicePeriod, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2021-06-30, AdvicePeriod, LLC held 1.04 Mil shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $63.88 Mil. This investment constitutes 4.16% of their stock portfolio, and AdvicePeriod, LLC now holds 0.44% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2019Q3. And since then AdvicePeriod, LLC has made 8 purchases of VGSH, at an average price of $61.72, for a total of 1.04 Mil shares. Based on historical transaction data and VGSH's current price of $58.45, AdvicePeriod, LLC's estimated gain on his VGSH holdings is $-3.40 Mil, reflecting a -5.29% gain to date.

AdvicePeriod, LLC VGSH ($58.45) Holding Chart

AdvicePeriod, LLC VGSH ($58.45) 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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