Adams Wealth Management VGIT Holdings History
Number of Shares
189,577.00
Current Holdings Value*
$11.26 Mil
% of Portfolio
2.21%
Total Estimate Gain
$142,182.75
% of Total Estimate Gain
1.28%
Adams Wealth Management's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, Adams Wealth Management held 189,577.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $11.26 Mil. This investment constitutes 2.21% of their stock portfolio, and Adams Wealth Management now holds 0.04% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2025Q1. And since then Adams Wealth Management has made 1 purchases of VGIT, at an average price of $58.50, for a total of 189,577.00 shares. Based on historical transaction data and VGIT's current price of $59.25, Adams Wealth Management's estimated gain on his VGIT holdings is $142,182.75, reflecting a 1.28% gain to date.
Adams Wealth Management VGIT ($59.25) Holding Chart
Adams Wealth Management VGIT ($59.25) 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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