Level Financial Advisors VGSH Holdings History
Level Financial Advisors's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 419,170.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $24.64 Mil. This investment constitutes 7.67% of their stock portfolio, and Level Financial Advisors now holds 0.11% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2021Q4. And since then Level Financial Advisors has made 10 purchases of VGSH, at an average price of $59.89, for a total of 440,181.00 shares. In addition, there have been 4 sales at an average price of $57.80 for 21,011.00 shares. Based on historical transaction data and VGSH's current price of $58.58, Level Financial Advisors's estimated gain on his VGSH holdings is $-592,702.63, reflecting a -2.25% gain to date.
Level Financial Advisors VGSH ($58.58) Holding Chart
Level Financial Advisors 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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