CogentBlue Wealth Advisors, LLC VGIT Holdings History
CogentBlue Wealth Advisors, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 151,121.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $9.04 Mil. This investment constitutes 6.92% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2024Q4. And since then CogentBlue Wealth Advisors, LLC has made 2 purchases of VGIT, at an average price of $58.82, for a total of 151,121.00 shares. Based on historical transaction data and VGIT's current price of $59.23, CogentBlue Wealth Advisors, LLC's estimated gain on his VGIT holdings is $62,646.68, reflecting a 0.70% gain to date.
CogentBlue Wealth Advisors, LLC VGIT ($59.23) Holding Chart
CogentBlue Wealth 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 % |
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