Number of Shares
721,745.00
Current Holdings Value*
$42.36 Mil
% of Portfolio
4.71%
Total Estimate Gain
$111,382.63
% of Total Estimate Gain
0.26%

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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