WEBSTERROGERS FINANCIAL ADVISORS, LLC VGSH Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 202,768.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $11.92 Mil. This investment constitutes 3.79% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.05% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2022Q2. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 6 purchases of VGSH, at an average price of $58.20, for a total of 253,439.00 shares. In addition, there have been 3 sales at an average price of $58.44 for 50,671.00 shares. Based on historical transaction data and VGSH's current price of $58.55, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his VGSH holdings is $84,091.16, reflecting a 0.57% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC VGSH ($58.55) Holding Chart
WEBSTERROGERS FINANCIAL 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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