Custom Portfolio Group LLC VGSH Holdings History
Number of Shares
82,326.00
Current Holdings Value*
$4.41 Mil
% of Portfolio
3.94%
Total Estimate Gain
$37,576.48
% of Total Estimate Gain
0.79%
Custom Portfolio Group LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2024-06-30, Custom Portfolio Group LLC held 82,326.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $4.41 Mil. This investment constitutes 3.94% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2023Q4. And since then Custom Portfolio Group LLC has made 2 purchases of VGSH, at an average price of $57.98, for a total of 82,326.00 shares. Based on historical transaction data and VGSH's current price of $58.44, Custom Portfolio Group LLC's estimated gain on his VGSH holdings is $37,576.48, reflecting a 0.79% gain to date.
Custom Portfolio Group LLC VGSH ($58.44) Holding Chart
Custom Portfolio Group LLC VGSH ($58.44) 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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