Strata Wealth Advisors, LLC VGSH Holdings History
Strata Wealth Advisors, LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, Strata Wealth Advisors, LLC held 936,029.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $54.94 Mil. This investment constitutes 17.08% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 0.24% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2022Q4. And since then Strata Wealth Advisors, LLC has made 6 purchases of VGSH, at an average price of $57.65, for a total of 969,393.00 shares. In addition, there have been 2 sales at an average price of $57.73 for 33,364.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Strata Wealth Advisors, LLC's estimated gain on his VGSH holdings is $846,075.17, reflecting a 1.51% gain to date.
Strata Wealth Advisors, LLC VGSH ($58.55) Holding Chart
Strata 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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