Number of Shares
74,838.00
Current Holdings Value*
$4.35 Mil
% of Portfolio
5.27%
Total Estimate Gain
$66,401.14
% of Total Estimate Gain
1.54%

Triad Investment Management's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2024-03-31, Triad Investment Management held 74,838.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $4.35 Mil. This investment constitutes 5.27% of their stock portfolio, and Triad Investment Management now holds -% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2023Q3. And since then Triad Investment Management has made 2 purchases of VGSH, at an average price of $57.72, for a total of 74,887.00 shares. In addition, there have been 1 sales at an average price of $58.15 for 49.00 shares. Based on historical transaction data and VGSH's current price of $58.61, Triad Investment Management's estimated gain on his VGSH holdings is $66,401.14, reflecting a 1.54% gain to date.

Triad Investment Management VGSH ($58.61) Holding Chart

Triad Investment Management VGSH ($58.61) 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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