Venturi Wealth Management, LLC VGSH Holdings History
Venturi Wealth Management, LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 557,492.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $32.77 Mil. This investment constitutes 1.62% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0.15% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2023Q1. And since then Venturi Wealth Management, LLC has made 6 purchases of VGSH, at an average price of $58.27, for a total of 1.29 Mil shares. In addition, there have been 4 sales at an average price of $58.04 for 732,311.00 shares. Based on historical transaction data and VGSH's current price of $58.54, Venturi Wealth Management, LLC's estimated gain on his VGSH holdings is $-16,390.70, reflecting a -0.02% gain to date.
Venturi Wealth Management, LLC VGSH ($58.54) Holding Chart
Venturi Wealth Management, LLC VGSH ($58.54) 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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