Align Wealth Management, LLC VGLT Holdings History
Number of Shares
468,986.00
Current Holdings Value*
$29.52 Mil
% of Portfolio
24.96%
Total Estimate Gain
$-2.86 Mil
% of Total Estimate Gain
-9.88%
Align Wealth Management, LLC's Vanguard Long-Term Government Bond ETF Holding Summary
As of 2022-12-31, Align Wealth Management, LLC held 468,986.00 shares of Vanguard Long-Term Government Bond ETF(VGLT), totaling $29.52 Mil. This investment constitutes 24.96% of their stock portfolio, and Align Wealth Management, LLC now holds 0.65% of the outstanding Vanguard Long-Term Government Bond ETF(VGLT) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and VGLT's current price of $55.61, Align Wealth Management, LLC's estimated gain on his VGLT holdings is $-2.86 Mil, reflecting a -9.88% gain to date.
Align Wealth Management, LLC VGLT ($55.61) Holding Chart
Align Wealth Management, LLC VGLT ($55.61) 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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers