Number of Shares
151,121.00
Current Holdings Value*
$9.04 Mil
% of Portfolio
6.92%
Total Estimate Gain
$62,646.68
% of Total Estimate Gain
0.70%

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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