Number of Shares
748,434.00
Current Holdings Value*
$43.93 Mil
% of Portfolio
10.49%
Total Estimate Gain
$-108,537.91
% of Total Estimate Gain
-0.25%

Wealth Dimensions Group, Ltd.'s Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, Wealth Dimensions Group, Ltd. held 748,434.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $43.93 Mil. This investment constitutes 10.49% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.2% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2022Q2. And since then Wealth Dimensions Group, Ltd. has made 12 purchases of VGSH, at an average price of $58.67, for a total of 748,434.00 shares. Based on historical transaction data and VGSH's current price of $58.52, Wealth Dimensions Group, Ltd.'s estimated gain on his VGSH holdings is $-108,537.91, reflecting a -0.25% gain to date.

Wealth Dimensions Group, Ltd. VGSH ($58.52) Holding Chart

Wealth Dimensions Group, Ltd. VGSH ($58.52) 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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