Beverly Hills Private Wealth, LLC VGSH Holdings History
Beverly Hills Private Wealth, LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, Beverly Hills Private Wealth, LLC held 179,852.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $10.56 Mil. This investment constitutes 2.09% of their stock portfolio, and Beverly Hills Private Wealth, LLC now holds 0.05% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2023Q3. And since then Beverly Hills Private Wealth, LLC has made 6 purchases of VGSH, at an average price of $58.11, for a total of 197,806.00 shares. In addition, there have been 1 sales at an average price of $58.35 for 17,954.00 shares. Based on historical transaction data and VGSH's current price of $58.49, Beverly Hills Private Wealth, LLC's estimated gain on his VGSH holdings is $73,355.81, reflecting a 0.64% gain to date.
Beverly Hills Private Wealth, LLC VGSH ($58.49) Holding Chart
Beverly Hills Private Wealth, LLC VGSH ($58.49) 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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