Number of Shares
484,487.00
Current Holdings Value*
$28.26 Mil
% of Portfolio
6.86%
Total Estimate Gain
$-1.50 Mil
% of Total Estimate Gain
-4.16%

Traverso Chambers Private Wealth Management, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 484,487.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $28.26 Mil. This investment constitutes 6.86% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0.14% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2020Q1. And since then Traverso Chambers Private Wealth Management, LLC has made 12 purchases of VGSH, at an average price of $61.24, for a total of 589,418.00 shares. In addition, there have been 4 sales at an average price of $58.47 for 104,931.00 shares. Based on historical transaction data and VGSH's current price of $58.74, Traverso Chambers Private Wealth Management, LLC's estimated gain on his VGSH holdings is $-1.50 Mil, reflecting a -4.16% gain to date.

Traverso Chambers Private Wealth Management, LLC VGSH ($58.74) Holding Chart

Traverso Chambers Private Wealth Management, LLC VGSH ($58.74) 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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