Falcon Wealth Planning VGSH Holdings History
Falcon Wealth Planning's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, Falcon Wealth Planning held 721,745.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $42.36 Mil. This investment constitutes 4.71% of their stock portfolio, and Falcon Wealth Planning now holds 0.2% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2020Q4. And since then Falcon Wealth Planning has made 15 purchases of VGSH, at an average price of $58.40, for a total of 747,434.00 shares. In addition, there have been 2 sales at an average price of $59.07 for 25,689.00 shares. Based on historical transaction data and VGSH's current price of $58.53, Falcon Wealth Planning's estimated gain on his VGSH holdings is $111,382.63, reflecting a 0.26% gain to date.
Falcon Wealth Planning VGSH ($58.53) Holding Chart
Falcon Wealth Planning VGSH ($58.53) 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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