WBH ADVISORY INC VGSH Holdings History

Number of Shares
359,196.00
Current Holdings Value*
$21.08 Mil
% of Portfolio
1.97%
Total Estimate Gain
$-93,101.36
% of Total Estimate Gain
-0.28%

WBH ADVISORY INC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, WBH ADVISORY INC held 359,196.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $21.08 Mil. This investment constitutes 1.97% of their stock portfolio, and WBH ADVISORY INC now holds 0.1% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2020Q3. And since then WBH ADVISORY INC has made 11 purchases of VGSH, at an average price of $58.88, for a total of 573,144.00 shares. In addition, there have been 6 sales at an average price of $59.18 for 213,948.00 shares. Based on historical transaction data and VGSH's current price of $58.44, WBH ADVISORY INC's estimated gain on his VGSH holdings is $-93,101.36, reflecting a -0.28% gain to date.

WBH ADVISORY INC VGSH ($58.44) Holding Chart

WBH ADVISORY INC VGSH ($58.44) 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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