SMART Wealth LLC VGSH Holdings History

Number of Shares
125,906.00
Current Holdings Value*
$7.39 Mil
% of Portfolio
2.65%
Total Estimate Gain
$-3,550.63
% of Total Estimate Gain
-0.02%

SMART Wealth LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, SMART Wealth LLC held 125,906.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $7.39 Mil. This investment constitutes 2.65% of their stock portfolio, and SMART Wealth LLC now holds 0.03% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2024Q1. In addition, there have been 3 sales at an average price of $58.32 for 156,465.00 shares. Based on historical transaction data and VGSH's current price of $58.61, SMART Wealth LLC's estimated gain on his VGSH holdings is $-3,550.63, reflecting a -0.02% gain to date.

SMART Wealth LLC VGSH ($58.61) Holding Chart

SMART Wealth 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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