Number of Shares
82,326.00
Current Holdings Value*
$4.41 Mil
% of Portfolio
3.94%
Total Estimate Gain
$41,692.78
% of Total Estimate Gain
0.87%

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 $58.49, Custom Portfolio Group LLC's estimated gain on his VGSH holdings is $41,692.78, reflecting a 0.87% gain to date.

Custom Portfolio Group LLC VGSH ($58.49) Holding Chart

Custom Portfolio Group 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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