Number of Shares
321,884.00
Current Holdings Value*
$18.89 Mil
% of Portfolio
3.6%
Total Estimate Gain
$-498,150.17
% of Total Estimate Gain
-1.99%

Peak Asset Management, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, Peak Asset Management, LLC held 321,884.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $18.89 Mil. This investment constitutes 3.6% of their stock portfolio, and Peak Asset Management, LLC now holds 0.08% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2018Q2. And since then Peak Asset Management, LLC has made 15 purchases of VGSH, at an average price of $59.79, for a total of 419,015.00 shares. In addition, there have been 13 sales at an average price of $58.75 for 97,131.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Peak Asset Management, LLC's estimated gain on his VGSH holdings is $-498,150.17, reflecting a -1.99% gain to date.

Peak Asset Management, LLC VGSH ($58.55) Holding Chart

Peak Asset Management, LLC VGSH ($58.55) 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 %

Top Ranked Articles

  • 1