KCS Wealth Advisory VGSH Holdings History
KCS Wealth Advisory's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 203,100.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $11.70 Mil. This investment constitutes 5% of their stock portfolio, and KCS Wealth Advisory now holds 0.06% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2020Q4. And since then KCS Wealth Advisory has made 10 purchases of VGSH, at an average price of $58.97, for a total of 240,206.00 shares. In addition, there have been 2 sales at an average price of $57.88 for 37,106.00 shares. Based on historical transaction data and VGSH's current price of $58.44, KCS Wealth Advisory's estimated gain on his VGSH holdings is $-147,525.83, reflecting a -1.04% gain to date.
KCS Wealth Advisory VGSH ($58.44) Holding Chart
KCS Wealth Advisory VGSH ($58.44) 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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