Aegis Wealth Management LLC VGSH Holdings History
Number of Shares
77,795.00
Current Holdings Value*
$4.57 Mil
% of Portfolio
2.68%
Total Estimate Gain
$20,206.22
% of Total Estimate Gain
0.45%
Aegis Wealth Management LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 77,795.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $4.57 Mil. This investment constitutes 2.68% of their stock portfolio, and Aegis 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 Aegis Wealth Management LLC has made 1 purchases of VGSH, at an average price of $58.35, for a total of 77,795.00 shares. Based on historical transaction data and VGSH's current price of $58.61, Aegis Wealth Management LLC's estimated gain on his VGSH holdings is $20,206.22, reflecting a 0.45% gain to date.
Aegis Wealth Management LLC VGSH ($58.61) Holding Chart
Aegis 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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