Number of Shares
1.04 Mil
Current Holdings Value*
$59.68 Mil
% of Portfolio
3.5%
Total Estimate Gain
$-6.75 Mil
% of Total Estimate Gain
-9.64%

Strategic Financial Services, Inc.'s Vanguard Long-Term Government Bond ETF Holding Summary

As of 2025-03-31, Strategic Financial Services, Inc. held 1.04 Mil shares of Vanguard Long-Term Government Bond ETF(VGLT), totaling $59.68 Mil. This investment constitutes 3.5% of their stock portfolio, and Strategic Financial Services, Inc. now holds 0.57% of the outstanding Vanguard Long-Term Government Bond ETF(VGLT) stock.

The initial trade took place in 2019Q4. And since then Strategic Financial Services, Inc. has made 9 purchases of VGLT, at an average price of $60.80, for a total of 1.15 Mil shares. In addition, there have been 4 sales at an average price of $59.65 for 115,150.00 shares. Based on historical transaction data and VGLT's current price of $54.41, Strategic Financial Services, Inc.'s estimated gain on his VGLT holdings is $-6.75 Mil, reflecting a -9.64% gain to date.

Strategic Financial Services, Inc. VGLT ($54.41) Holding Chart

Strategic Financial Services, Inc. VGLT ($54.41) 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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