Number of Shares
338,778.00
Current Holdings Value*
$19.88 Mil
% of Portfolio
6.84%
Total Estimate Gain
$138,634.83
% of Total Estimate Gain
0.70%

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 $58.58, Morling Financial Advisors, LLC's estimated gain on his VGSH holdings is $138,634.83, reflecting a 0.70% gain to date.

Morling Financial Advisors, LLC VGSH ($58.58) Holding Chart

Morling Financial Advisors, LLC VGSH ($58.58) 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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