Capstone Wealth Management, LLC VGIT Holdings History
Number of Shares
43,911.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
2.6%
Total Estimate Gain
$9,887.46
% of Total Estimate Gain
0.25%
Capstone Wealth Management, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 43,911.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $2.61 Mil. This investment constitutes 2.6% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $58.50 for 23,682.00 shares. Based on historical transaction data and VGIT's current price of $59.11, Capstone Wealth Management, LLC's estimated gain on his VGIT holdings is $9,887.46, reflecting a 0.25% gain to date.
Capstone Wealth Management, LLC VGIT ($59.11) Holding Chart
Capstone Wealth Management, LLC VGIT ($59.11) 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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