Lord & Richards Wealth Management, LLC VGSH Holdings History
Lord & Richards Wealth Management, LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, Lord & Richards Wealth Management, LLC held 38,419.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $2.25 Mil. This investment constitutes 2.56% of their stock portfolio, and Lord & Richards Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2024Q4. And since then Lord & Richards Wealth Management, LLC has made 1 purchases of VGSH, at an average price of $58.35, for a total of 38,419.00 shares. Based on historical transaction data and VGSH's current price of $58.46, Lord & Richards Wealth Management, LLC's estimated gain on his VGSH holdings is $3,893.31, reflecting a 0.17% gain to date.
Lord & Richards Wealth Management, LLC VGSH ($58.46) Holding Chart
Lord & Richards Wealth Management, LLC VGSH ($58.46) 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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