AllGen Financial Advisors, Inc. VGSH Holdings History
AllGen Financial Advisors, Inc.'s Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-03-31, AllGen Financial Advisors, Inc. held 335,404.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $19.68 Mil. This investment constitutes 5.83% of their stock portfolio, and AllGen Financial Advisors, Inc. now holds 0.09% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2024Q1. And since then AllGen Financial Advisors, Inc. has made 3 purchases of VGSH, at an average price of $58.15, for a total of 561,394.00 shares. In addition, there have been 2 sales at an average price of $58.12 for 225,990.00 shares. Based on historical transaction data and VGSH's current price of $58.58, AllGen Financial Advisors, Inc.'s estimated gain on his VGSH holdings is $134,878.05, reflecting a 0.41% gain to date.
AllGen Financial Advisors, Inc. VGSH ($58.58) Holding Chart
AllGen Financial Advisors, Inc. VGSH ($58.58) 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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