Number of Shares
131,741.00
Current Holdings Value*
$7.73 Mil
% of Portfolio
4.51%
Total Estimate Gain
$-78,221.78
% of Total Estimate Gain
-0.74%

Values First Advisors, Inc.'s Vanguard Short-Term Government Bond ETF Holding Summary

As of 2025-03-31, Values First Advisors, Inc. held 131,741.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $7.73 Mil. This investment constitutes 4.51% of their stock portfolio, and Values First Advisors, Inc. now holds 0.03% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.

The initial trade took place in 2019Q4. And since then Values First Advisors, Inc. has made 9 purchases of VGSH, at an average price of $58.85, for a total of 179,237.00 shares. In addition, there have been 4 sales at an average price of $58.05 for 47,496.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Values First Advisors, Inc.'s estimated gain on his VGSH holdings is $-78,221.78, reflecting a -0.74% gain to date.

Values First Advisors, Inc. VGSH ($58.55) Holding Chart

Values First Advisors, Inc. VGSH ($58.55) 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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