Number of Shares
3,764.00
Current Holdings Value*
$220,930.00
% of Portfolio
0.11%
Total Estimate Gain
$-3,283.33
% of Total Estimate Gain
-0.31%

Envision Financial Planning, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, Envision Financial Planning, LLC held 3,764.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $220,930.00. This investment constitutes 0.11% of their stock portfolio, and Envision Financial Planning, LLC now holds 0% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2024Q3. And since then Envision Financial Planning, LLC has made 1 purchases of VGSH, at an average price of $58.57, for a total of 18,355.00 shares. In addition, there have been 2 sales at an average price of $58.36 for 14,591.00 shares. Based on historical transaction data and VGSH's current price of $58.52, Envision Financial Planning, LLC's estimated gain on his VGSH holdings is $-3,283.33, reflecting a -0.31% gain to date.

Envision Financial Planning, LLC VGSH ($58.52) Holding Chart

Envision Financial Planning, LLC VGSH ($58.52) 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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