Number of Shares
65,638.00
Current Holdings Value*
$3.90 Mil
% of Portfolio
1.98%
Total Estimate Gain
$35,192.82
% of Total Estimate Gain
0.70%

DOPKINS WEALTH MANAGEMENT, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 65,638.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $3.90 Mil. This investment constitutes 1.98% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2023Q3. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 5 purchases of VGIT, at an average price of $58.58, for a total of 85,720.00 shares. In addition, there have been 2 sales at an average price of $58.47 for 20,082.00 shares. Based on historical transaction data and VGIT's current price of $59.15, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his VGIT holdings is $35,192.82, reflecting a 0.70% gain to date.

DOPKINS WEALTH MANAGEMENT, LLC VGIT ($59.15) Holding Chart

DOPKINS WEALTH MANAGEMENT, LLC VGIT ($59.15) 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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