Number of Shares
119,266.00
Current Holdings Value*
$6.87 Mil
% of Portfolio
1.27%
Total Estimate Gain
$-539,493.62
% of Total Estimate Gain
-5.91%

Bell Investment Advisors, Inc's Vanguard Long-Term Government Bond ETF Holding Summary

As of 2025-03-31, Bell Investment Advisors, Inc held 119,266.00 shares of Vanguard Long-Term Government Bond ETF(VGLT), totaling $6.87 Mil. This investment constitutes 1.27% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.07% of the outstanding Vanguard Long-Term Government Bond ETF(VGLT) stock.

The initial trade took place in 2023Q3. And since then Bell Investment Advisors, Inc has made 4 purchases of VGLT, at an average price of $59.33, for a total of 153,811.00 shares. In addition, there have been 3 sales at an average price of $57.40 for 34,545.00 shares. Based on historical transaction data and VGLT's current price of $55.36, Bell Investment Advisors, Inc's estimated gain on his VGLT holdings is $-539,493.62, reflecting a -5.91% gain to date.

Bell Investment Advisors, Inc VGLT ($55.36) Holding Chart

Bell Investment Advisors, Inc VGLT ($55.36) 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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