Number of Shares
1.46 Mil
Current Holdings Value*
$85.77 Mil
% of Portfolio
1.08%
Total Estimate Gain
$102,583.52
% of Total Estimate Gain
0.12%

RWA WEALTH PARTNERS, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, RWA WEALTH PARTNERS, LLC held 1.46 Mil shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $85.77 Mil. This investment constitutes 1.08% of their stock portfolio, and RWA WEALTH PARTNERS, LLC now holds 0.38% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2022Q1. And since then RWA WEALTH PARTNERS, LLC has made 12 purchases of VGSH, at an average price of $58.36, for a total of 1.46 Mil shares. In addition, there have been 1 sales at an average price of $58.15 for 1,479.00 shares. Based on historical transaction data and VGSH's current price of $58.43, RWA WEALTH PARTNERS, LLC's estimated gain on his VGSH holdings is $102,583.52, reflecting a 0.12% gain to date.

RWA WEALTH PARTNERS, LLC VGSH ($58.43) Holding Chart

RWA WEALTH PARTNERS, LLC VGSH ($58.43) 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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