ALTFEST L J & CO INC VGLT Holdings History

Number of Shares
25,901.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
0.19%
Total Estimate Gain
$-518,324.38
% of Total Estimate Gain
-3.02%

ALTFEST L J & CO INC's Vanguard Long-Term Government Bond ETF Holding Summary

As of 2025-03-31, ALTFEST L J & CO INC held 25,901.00 shares of Vanguard Long-Term Government Bond ETF(VGLT), totaling $1.49 Mil. This investment constitutes 0.19% of their stock portfolio, and ALTFEST L J & CO INC now holds 0.01% of the outstanding Vanguard Long-Term Government Bond ETF(VGLT) stock.

The initial trade took place in 2022Q3. And since then ALTFEST L J & CO INC has made 2 purchases of VGLT, at an average price of $58.17, for a total of 294,569.00 shares. In addition, there have been 2 sales at an average price of $56.49 for 268,668.00 shares. Based on historical transaction data and VGLT's current price of $55.65, ALTFEST L J & CO INC's estimated gain on his VGLT holdings is $-518,324.38, reflecting a -3.02% gain to date.

ALTFEST L J & CO INC VGLT ($55.65) Holding Chart

ALTFEST L J & CO INC VGLT ($55.65) 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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