Number of Shares
846,016.00
Current Holdings Value*
$49.22 Mil
% of Portfolio
2.05%
Total Estimate Gain
$-84,250.08
% of Total Estimate Gain
-0.07%

Merriman Wealth Management, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2024-12-31, Merriman Wealth Management, LLC held 846,016.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $49.22 Mil. This investment constitutes 2.05% of their stock portfolio, and Merriman Wealth Management, LLC now holds 0.23% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2018Q2. And since then Merriman Wealth Management, LLC has made 9 purchases of VGSH, at an average price of $58.65, for a total of 2.10 Mil shares. In addition, there have been 7 sales at an average price of $58.66 for 1.26 Mil shares. Based on historical transaction data and VGSH's current price of $58.54, Merriman Wealth Management, LLC's estimated gain on his VGSH holdings is $-84,250.08, reflecting a -0.07% gain to date.

Merriman Wealth Management, LLC VGSH ($58.54) Holding Chart

Merriman Wealth Management, LLC VGSH ($58.54) 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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