Number of Shares
40,432.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
0.3%
Total Estimate Gain
$32,508.87
% of Total Estimate Gain
0.60%

ATLAS CAPITAL ADVISORS INC.'s Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, ATLAS CAPITAL ADVISORS INC. held 40,432.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $2.40 Mil. This investment constitutes 0.3% of their stock portfolio, and ATLAS CAPITAL ADVISORS INC. now holds 0.01% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2019Q1. And since then ATLAS CAPITAL ADVISORS INC. has made 7 purchases of VGIT, at an average price of $58.76, for a total of 92,900.00 shares. In addition, there have been 6 sales at an average price of $58.73 for 52,468.00 shares. Based on historical transaction data and VGIT's current price of $59.60, ATLAS CAPITAL ADVISORS INC.'s estimated gain on his VGIT holdings is $32,508.87, reflecting a 0.60% gain to date.

ATLAS CAPITAL ADVISORS INC. VGIT ($59.60) Holding Chart

ATLAS CAPITAL ADVISORS INC. VGIT ($59.60) 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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