Cassaday & Co Wealth Management LLC VGLT Holdings History
Cassaday & Co Wealth Management LLC's Vanguard Long-Term Government Bond ETF Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 3.78 Mil shares of Vanguard Long-Term Government Bond ETF(VGLT), totaling $217.85 Mil. This investment constitutes 6.13% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 2.1% of the outstanding Vanguard Long-Term Government Bond ETF(VGLT) stock.
The initial trade took place in 2023Q3. And since then Cassaday & Co Wealth Management LLC has made 6 purchases of VGLT, at an average price of $58.10, for a total of 4.55 Mil shares. In addition, there have been 1 sales at an average price of $57.90 for 768,977.00 shares. Based on historical transaction data and VGLT's current price of $54.31, Cassaday & Co Wealth Management LLC's estimated gain on his VGLT holdings is $-14.46 Mil, reflecting a -5.47% gain to date.
Cassaday & Co Wealth Management LLC VGLT ($54.31) Holding Chart
Cassaday & Co Wealth Management LLC VGLT ($54.31) 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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