Number of Shares
79,408.00
Current Holdings Value*
$4.67 Mil
% of Portfolio
3.75%
Total Estimate Gain
$53,820.61
% of Total Estimate Gain
1.17%

Fortune Financial Advisors, LLC's Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-06-30, Fortune Financial Advisors, LLC held 79,408.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $4.67 Mil. This investment constitutes 3.75% of their stock portfolio, and Fortune Financial Advisors, LLC now holds 0.02% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2023Q2. And since then Fortune Financial Advisors, LLC has made 8 purchases of VGSH, at an average price of $57.90, for a total of 79,408.00 shares. Based on historical transaction data and VGSH's current price of $58.58, Fortune Financial Advisors, LLC's estimated gain on his VGSH holdings is $53,820.61, reflecting a 1.17% gain to date.

Fortune Financial Advisors, LLC VGSH ($58.58) Holding Chart

Fortune Financial Advisors, LLC 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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