Safir Wealth Advisors, LLC VGSH Holdings History
Safir Wealth Advisors, LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, Safir Wealth Advisors, LLC held 127,498.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $7.48 Mil. This investment constitutes 5.94% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.03% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 6 purchases of VGSH, at an average price of $61.73, for a total of 336,351.00 shares. In addition, there have been 11 sales at an average price of $58.92 for 208,853.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Safir Wealth Advisors, LLC's estimated gain on his VGSH holdings is $-991,340.89, reflecting a -4.77% gain to date.
Safir Wealth Advisors, LLC VGSH ($58.55) Holding Chart
Safir Wealth Advisors, 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 % |
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