ELEVATE WEALTH ADVISORY, INC VGIT Holdings History
ELEVATE WEALTH ADVISORY, INC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 206,725.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $12.28 Mil. This investment constitutes 8.7% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.04% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 4 purchases of VGIT, at an average price of $57.72, for a total of 216,234.00 shares. In addition, there have been 1 sales at an average price of $58.67 for 9,509.00 shares. Based on historical transaction data and VGIT's current price of $59.23, ELEVATE WEALTH ADVISORY, INC's estimated gain on his VGIT holdings is $320,167.81, reflecting a 2.57% gain to date.
ELEVATE WEALTH ADVISORY, INC VGIT ($59.23) Holding Chart
ELEVATE WEALTH ADVISORY, INC 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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