MOKAN Wealth Management Inc. VGSH Holdings History
Number of Shares
194,440.00
Current Holdings Value*
$11.41 Mil
% of Portfolio
6.88%
Total Estimate Gain
$27,118.91
% of Total Estimate Gain
0.24%
MOKAN Wealth Management Inc.'s Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, MOKAN Wealth Management Inc. held 194,440.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $11.41 Mil. This investment constitutes 6.88% of their stock portfolio, and MOKAN Wealth Management Inc. now holds 0.05% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2024Q4. And since then MOKAN Wealth Management Inc. has made 1 purchases of VGSH, at an average price of $58.35, for a total of 194,440.00 shares. Based on historical transaction data and VGSH's current price of $58.49, MOKAN Wealth Management Inc.'s estimated gain on his VGSH holdings is $27,118.91, reflecting a 0.24% gain to date.
MOKAN Wealth Management Inc. VGSH ($58.49) Holding Chart
MOKAN Wealth Management Inc. VGSH ($58.49) 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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