Evensky & Katz LLC VGSH Holdings History

Number of Shares
1.16 Mil
Current Holdings Value*
$67.95 Mil
% of Portfolio
4.56%
Total Estimate Gain
$897,372.05
% of Total Estimate Gain
1.30%

Evensky & Katz LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, Evensky & Katz LLC held 1.16 Mil shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $67.95 Mil. This investment constitutes 4.56% of their stock portfolio, and Evensky & Katz LLC now holds 0.3% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2018Q2. And since then Evensky & Katz LLC has made 12 purchases of VGSH, at an average price of $57.80, for a total of 1.20 Mil shares. In addition, there have been 6 sales at an average price of $58.47 for 37,360.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Evensky & Katz LLC's estimated gain on his VGSH holdings is $897,372.05, reflecting a 1.30% gain to date.

Evensky & Katz LLC VGSH ($58.55) Holding Chart

Evensky & Katz LLC VGSH ($58.55) 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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