Number of Shares
164,845.00
Current Holdings Value*
$9.79 Mil
% of Portfolio
5.46%
Total Estimate Gain
$162,639.17
% of Total Estimate Gain
1.33%

DELAP WEALTH ADVISORY, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 164,845.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $9.79 Mil. This investment constitutes 5.46% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 6 purchases of VGIT, at an average price of $58.21, for a total of 209,980.00 shares. In addition, there have been 3 sales at an average price of $58.58 for 45,135.00 shares. Based on historical transaction data and VGIT's current price of $59.10, DELAP WEALTH ADVISORY, LLC's estimated gain on his VGIT holdings is $162,639.17, reflecting a 1.33% gain to date.

DELAP WEALTH ADVISORY, LLC VGIT ($59.10) Holding Chart

DELAP WEALTH ADVISORY, LLC VGIT ($59.10) 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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