Beverly Hills Private Wealth, LLC VGIT Holdings History
Beverly Hills Private Wealth, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, Beverly Hills Private Wealth, LLC held 183,807.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $10.92 Mil. This investment constitutes 2.16% of their stock portfolio, and Beverly Hills Private Wealth, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2024Q1. And since then Beverly Hills Private Wealth, LLC has made 5 purchases of VGIT, at an average price of $58.77, for a total of 183,807.00 shares. Based on historical transaction data and VGIT's current price of $59.15, Beverly Hills Private Wealth, LLC's estimated gain on his VGIT holdings is $70,104.45, reflecting a 0.65% gain to date.
Beverly Hills Private Wealth, LLC VGIT ($59.15) Holding Chart
Beverly Hills Private Wealth, LLC VGIT ($59.15) 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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