Core Wealth Partners LLC VGIT Holdings History
Core Wealth Partners LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 15,478.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $919,400.00. This investment constitutes 0.53% of their stock portfolio, and Core Wealth Partners LLC now holds 0% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2023Q2. And since then Core Wealth Partners LLC has made 5 purchases of VGIT, at an average price of $58.96, for a total of 34,984.00 shares. In addition, there have been 3 sales at an average price of $57.94 for 19,506.00 shares. Based on historical transaction data and VGIT's current price of $59.25, Core Wealth Partners LLC's estimated gain on his VGIT holdings is $-15,580.94, reflecting a -0.76% gain to date.
Core Wealth Partners LLC VGIT ($59.25) Holding Chart
Core Wealth Partners LLC VGIT ($59.25) 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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