Number of Shares
710,799.00
Current Holdings Value*
$39.89 Mil
% of Portfolio
9.93%
Total Estimate Gain
$-2.14 Mil
% of Total Estimate Gain
-4.74%

Barry Investment Advisors, LLC's Vanguard Long-Term Government Bond ETF Holding Summary

As of 2025-06-30, Barry Investment Advisors, LLC held 710,799.00 shares of Vanguard Long-Term Government Bond ETF(VGLT), totaling $39.89 Mil. This investment constitutes 9.93% of their stock portfolio, and Barry Investment Advisors, LLC now holds 0.4% of the outstanding Vanguard Long-Term Government Bond ETF(VGLT) stock.

The initial trade took place in 2020Q2. And since then Barry Investment Advisors, LLC has made 9 purchases of VGLT, at an average price of $58.82, for a total of 768,945.00 shares. In addition, there have been 3 sales at an average price of $70.39 for 58,146.00 shares. Based on historical transaction data and VGLT's current price of $54.86, Barry Investment Advisors, LLC's estimated gain on his VGLT holdings is $-2.14 Mil, reflecting a -4.74% gain to date.

Barry Investment Advisors, LLC VGLT ($54.86) Holding Chart

Barry Investment Advisors, LLC VGLT ($54.86) 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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