Elmwood Wealth Management, Inc. VGSH Holdings History
Elmwood Wealth Management, Inc.'s Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, Elmwood Wealth Management, Inc. held 93,022.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $5.46 Mil. This investment constitutes 2.24% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 0.03% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2018Q4. And since then Elmwood Wealth Management, Inc. has made 9 purchases of VGSH, at an average price of $59.96, for a total of 504,081.00 shares. In addition, there have been 14 sales at an average price of $60.11 for 411,059.00 shares. Based on historical transaction data and VGSH's current price of $58.54, Elmwood Wealth Management, Inc.'s estimated gain on his VGSH holdings is $-72,743.35, reflecting a -0.24% gain to date.
Elmwood Wealth Management, Inc. VGSH ($58.54) Holding Chart
Elmwood Wealth Management, Inc. VGSH ($58.54) 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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