Number of Shares
1.10 Mil
Current Holdings Value*
$65.31 Mil
% of Portfolio
1.58%
Total Estimate Gain
$846,584.80
% of Total Estimate Gain
1.11%

Badgley Phelps Wealth Managers, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, Badgley Phelps Wealth Managers, LLC held 1.10 Mil shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $65.31 Mil. This investment constitutes 1.58% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0.21% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2022Q4. And since then Badgley Phelps Wealth Managers, LLC has made 8 purchases of VGIT, at an average price of $58.36, for a total of 1.31 Mil shares. In addition, there have been 2 sales at an average price of $59.21 for 205,811.00 shares. Based on historical transaction data and VGIT's current price of $58.97, Badgley Phelps Wealth Managers, LLC's estimated gain on his VGIT holdings is $846,584.80, reflecting a 1.11% gain to date.

Badgley Phelps Wealth Managers, LLC VGIT ($58.97) Holding Chart

Badgley Phelps Wealth Managers, LLC VGIT ($58.97) 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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