DOPKINS WEALTH MANAGEMENT, LLC VGIT Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 78,501.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $4.70 Mil. This investment constitutes 2.11% 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 6 purchases of VGIT, at an average price of $58.66, for a total of 98,583.00 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 $59.10, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his VGIT holdings is $30,624.62, reflecting a 0.53% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC VGIT ($59.10) Holding Chart
DOPKINS WEALTH MANAGEMENT, 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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