Cascade Wealth Advisors, Inc VGSH Holdings History
Cascade Wealth Advisors, Inc's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, Cascade Wealth Advisors, Inc held 216,389.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $12.68 Mil. This investment constitutes 8.77% of their stock portfolio, and Cascade Wealth Advisors, Inc now holds 0.06% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2024Q1. And since then Cascade Wealth Advisors, Inc has made 4 purchases of VGSH, at an average price of $58.11, for a total of 216,389.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Cascade Wealth Advisors, Inc's estimated gain on his VGSH holdings is $95,488.28, reflecting a 0.76% gain to date.
Cascade Wealth Advisors, Inc VGSH ($58.55) Holding Chart
Cascade Wealth Advisors, Inc VGSH ($58.55) 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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