Number of Shares
49,677.00
Current Holdings Value*
$2.92 Mil
% of Portfolio
0.92%
Total Estimate Gain
$30,255.06
% of Total Estimate Gain
1.05%

CWS Financial Advisors, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, CWS Financial Advisors, LLC held 49,677.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $2.92 Mil. This investment constitutes 0.92% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2023Q1. And since then CWS Financial Advisors, LLC has made 9 purchases of VGSH, at an average price of $57.98, for a total of 49,677.00 shares. Based on historical transaction data and VGSH's current price of $58.59, CWS Financial Advisors, LLC's estimated gain on his VGSH holdings is $30,255.06, reflecting a 1.05% gain to date.

CWS Financial Advisors, LLC VGSH ($58.59) Holding Chart

CWS Financial Advisors, LLC VGSH ($58.59) 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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