Number of Shares
265,349.00
Current Holdings Value*
$15.57 Mil
% of Portfolio
3.1%
Total Estimate Gain
$197,513.53
% of Total Estimate Gain
1.21%

NORTHWEST WEALTH MANAGEMENT, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, NORTHWEST WEALTH MANAGEMENT, LLC held 265,349.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $15.57 Mil. This investment constitutes 3.1% of their stock portfolio, and NORTHWEST WEALTH MANAGEMENT, LLC now holds 0.07% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2018Q2. And since then NORTHWEST WEALTH MANAGEMENT, LLC has made 9 purchases of VGSH, at an average price of $57.81, for a total of 282,626.00 shares. In addition, there have been 4 sales at an average price of $58.78 for 17,277.00 shares. Based on historical transaction data and VGSH's current price of $58.49, NORTHWEST WEALTH MANAGEMENT, LLC's estimated gain on his VGSH holdings is $197,513.53, reflecting a 1.21% gain to date.

NORTHWEST WEALTH MANAGEMENT, LLC VGSH ($58.49) Holding Chart

NORTHWEST WEALTH MANAGEMENT, LLC 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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