Number of Shares
218,516.00
Current Holdings Value*
$12.75 Mil
% of Portfolio
0.35%
Total Estimate Gain
$872,372.65
% of Total Estimate Gain
0.85%

Simplicity Solutions, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2023-12-31, Simplicity Solutions, LLC held 218,516.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $12.75 Mil. This investment constitutes 0.35% of their stock portfolio, and Simplicity Solutions, LLC now holds 0.06% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2018Q2. And since then Simplicity Solutions, LLC has made 11 purchases of VGSH, at an average price of $59.76, for a total of 1.71 Mil shares. In addition, there have been 8 sales at an average price of $60.52 for 1.49 Mil shares. Based on historical transaction data and VGSH's current price of $58.55, Simplicity Solutions, LLC's estimated gain on his VGSH holdings is $872,372.65, reflecting a 0.85% gain to date.

Simplicity Solutions, LLC VGSH ($58.55) Holding Chart

Simplicity Solutions, 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