Number of Shares
14,821.00
Current Holdings Value*
$871,180.00
% of Portfolio
0.75%
Total Estimate Gain
$15,731.07
% of Total Estimate Gain
0.35%

Spartan Planning & Wealth Management's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-06-30, Spartan Planning & Wealth Management held 14,821.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $871,180.00. This investment constitutes 0.75% of their stock portfolio, and Spartan Planning & Wealth Management now holds 0% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2025Q1. And since then Spartan Planning & Wealth Management has made 1 purchases of VGSH, at an average price of $58.36, for a total of 77,568.00 shares. In addition, there have been 1 sales at an average price of $58.58 for 62,747.00 shares. Based on historical transaction data and VGSH's current price of $58.49, Spartan Planning & Wealth Management's estimated gain on his VGSH holdings is $15,731.07, reflecting a 0.35% gain to date.

Spartan Planning & Wealth Management VGSH ($58.49) Holding Chart

Spartan Planning & Wealth Management VGSH ($58.49) 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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