Number of Shares
85,408.00
Current Holdings Value*
$5.11 Mil
% of Portfolio
0.82%
Total Estimate Gain
$36,685.05
% of Total Estimate Gain
0.73%

Baron Silver Stevens Financial Advisors, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 85,408.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $5.11 Mil. This investment constitutes 0.82% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2023Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 7 purchases of VGIT, at an average price of $58.80, for a total of 85,408.00 shares. Based on historical transaction data and VGIT's current price of $59.23, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his VGIT holdings is $36,685.05, reflecting a 0.73% gain to date.

Baron Silver Stevens Financial Advisors, LLC VGIT ($59.23) Holding Chart

Baron Silver Stevens Financial Advisors, LLC VGIT ($59.23) 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