Alaethes Wealth LLC VGIT Holdings History

Number of Shares
524,621.00
Current Holdings Value*
$31.16 Mil
% of Portfolio
11.41%
Total Estimate Gain
$469,281.98
% of Total Estimate Gain
1.38%

Alaethes Wealth LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, Alaethes Wealth LLC held 524,621.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $31.16 Mil. This investment constitutes 11.41% of their stock portfolio, and Alaethes Wealth LLC now holds 0.1% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2023Q4. And since then Alaethes Wealth LLC has made 3 purchases of VGIT, at an average price of $58.45, for a total of 580,688.00 shares. In addition, there have been 1 sales at an average price of $58.67 for 56,067.00 shares. Based on historical transaction data and VGIT's current price of $59.32, Alaethes Wealth LLC's estimated gain on his VGIT holdings is $469,281.98, reflecting a 1.38% gain to date.

Alaethes Wealth LLC VGIT ($59.32) Holding Chart

Alaethes Wealth LLC VGIT ($59.32) 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 %

Top Ranked Articles

  • 1