Number of Shares
77,969.00
Current Holdings Value*
$4.80 Mil
% of Portfolio
4.78%
Total Estimate Gain
$-297,976.47
% of Total Estimate Gain
-4.89%

Wealthsimple US, Ltd.'s Vanguard Short-Term Government Bond ETF Holding Summary

As of 2021-03-31, Wealthsimple US, Ltd. held 77,969.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $4.80 Mil. This investment constitutes 4.78% of their stock portfolio, and Wealthsimple US, Ltd. now holds 0.03% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2020Q2. And since then Wealthsimple US, Ltd. has made 3 purchases of VGSH, at an average price of $62.20, for a total of 97,991.00 shares. In addition, there have been 1 sales at an average price of $61.53 for 20,022.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Wealthsimple US, Ltd.'s estimated gain on his VGSH holdings is $-297,976.47, reflecting a -4.89% gain to date.

Wealthsimple US, Ltd. VGSH ($58.55) Holding Chart

Wealthsimple US, Ltd. 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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