Number of Shares
493,175.00
Current Holdings Value*
$28.94 Mil
% of Portfolio
7.02%
Total Estimate Gain
$573,993.92
% of Total Estimate Gain
1.30%

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

As of 2025-03-31, Arista Wealth Management, LLC held 493,175.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $28.94 Mil. This investment constitutes 7.02% of their stock portfolio, and Arista Wealth Management, LLC now holds 0.13% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2022Q4. And since then Arista Wealth Management, LLC has made 4 purchases of VGSH, at an average price of $57.69, for a total of 765,666.00 shares. In addition, there have been 4 sales at an average price of $58.13 for 272,491.00 shares. Based on historical transaction data and VGSH's current price of $58.61, Arista Wealth Management, LLC's estimated gain on his VGSH holdings is $573,993.92, reflecting a 1.30% gain to date.

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

Arista 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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