Morling Financial Advisors, LLC VGSH Holdings History
Morling Financial Advisors, LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, Morling Financial Advisors, LLC held 338,778.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $19.88 Mil. This investment constitutes 6.84% of their stock portfolio, and Morling Financial Advisors, LLC now holds 0.09% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2024Q1. And since then Morling Financial Advisors, LLC has made 5 purchases of VGSH, at an average price of $58.17, for a total of 338,778.00 shares. Based on historical transaction data and VGSH's current price of $58.61, Morling Financial Advisors, LLC's estimated gain on his VGSH holdings is $150,492.06, reflecting a 0.76% gain to date.
Morling Financial Advisors, LLC VGSH ($58.61) Holding Chart
Morling Financial Advisors, LLC VGSH ($58.61) 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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