ALTFEST L J & CO INC VGSH Holdings History

Number of Shares
550,207.00
Current Holdings Value*
$32.29 Mil
% of Portfolio
4.05%
Total Estimate Gain
$208,916.99
% of Total Estimate Gain
0.65%

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

As of 2025-03-31, ALTFEST L J & CO INC held 550,207.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $32.29 Mil. This investment constitutes 4.05% of their stock portfolio, and ALTFEST L J & CO INC now holds 0.15% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2024Q4. And since then ALTFEST L J & CO INC has made 2 purchases of VGSH, at an average price of $58.35, for a total of 550,207.00 shares. Based on historical transaction data and VGSH's current price of $58.73, ALTFEST L J & CO INC's estimated gain on his VGSH holdings is $208,916.99, reflecting a 0.65% gain to date.

ALTFEST L J & CO INC VGSH ($58.73) Holding Chart

ALTFEST L J & CO INC VGSH ($58.73) 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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