Evensky & Katz LLC VGSH Holdings History

Number of Shares
1.18 Mil
Current Holdings Value*
$69.11 Mil
% of Portfolio
4.22%
Total Estimate Gain
$967,376.51
% of Total Estimate Gain
1.38%

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

As of 2025-06-30, Evensky & Katz LLC held 1.18 Mil shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $69.11 Mil. This investment constitutes 4.22% of their stock portfolio, and Evensky & Katz LLC now holds 0.31% 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 13 purchases of VGSH, at an average price of $57.81, for a total of 1.21 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 $58.61, Evensky & Katz LLC's estimated gain on his VGSH holdings is $967,376.51, reflecting a 1.38% gain to date.

Evensky & Katz LLC VGSH ($58.61) Holding Chart

Evensky & Katz LLC VGSH ($58.61) 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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