Executive Wealth Management, LLC VGIT Holdings History
Executive Wealth Management, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2024-12-31, Executive Wealth Management, LLC held 602,966.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $34.97 Mil. This investment constitutes 2.74% of their stock portfolio, and Executive Wealth Management, LLC now holds 0.11% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2019Q1. And since then Executive Wealth Management, LLC has made 16 purchases of VGIT, at an average price of $62.91, for a total of 1.67 Mil shares. In addition, there have been 8 sales at an average price of $65.99 for 1.07 Mil shares. Based on historical transaction data and VGIT's current price of $59.25, Executive Wealth Management, LLC's estimated gain on his VGIT holdings is $1.09 Mil, reflecting a 1.04% gain to date.
Executive Wealth Management, LLC VGIT ($59.25) Holding Chart
Executive Wealth Management, 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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