Number of Shares
2,809.00
Current Holdings Value*
$172,850.00
% of Portfolio
0.67%
Total Estimate Gain
$-60,308.62
% of Total Estimate Gain
-15.07%

Peterson Financial Group, Inc.'s Vanguard Long-Term Government Bond ETF Holding Summary

As of 2024-09-30, Peterson Financial Group, Inc. held 2,809.00 shares of Vanguard Long-Term Government Bond ETF(VGLT), totaling $172,850.00. This investment constitutes 0.67% of their stock portfolio, and Peterson Financial Group, Inc. now holds 0% of the outstanding Vanguard Long-Term Government Bond ETF(VGLT) stock.

The initial trade took place in 2021Q4. And since then Peterson Financial Group, Inc. has made 2 purchases of VGLT, at an average price of $74.15, for a total of 5,396.00 shares. In addition, there have been 1 sales at an average price of $72.01 for 2,587.00 shares. Based on historical transaction data and VGLT's current price of $54.66, Peterson Financial Group, Inc.'s estimated gain on his VGLT holdings is $-60,308.62, reflecting a -15.07% gain to date.

Peterson Financial Group, Inc. VGLT ($54.66) Holding Chart

Peterson Financial Group, Inc. VGLT ($54.66) 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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