HMV Wealth Advisors, LLC VGIT Holdings History
Number of Shares
70,763.00
Current Holdings Value*
$4.20 Mil
% of Portfolio
3.33%
Total Estimate Gain
$37,750.49
% of Total Estimate Gain
0.91%
HMV Wealth Advisors, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, HMV Wealth Advisors, LLC held 70,763.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $4.20 Mil. This investment constitutes 3.33% of their stock portfolio, and HMV Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2024Q4. And since then HMV Wealth Advisors, LLC has made 1 purchases of VGIT, at an average price of $58.70, for a total of 70,763.00 shares. Based on historical transaction data and VGIT's current price of $59.23, HMV Wealth Advisors, LLC's estimated gain on his VGIT holdings is $37,750.49, reflecting a 0.91% gain to date.
HMV Wealth Advisors, LLC VGIT ($59.23) Holding Chart
HMV Wealth Advisors, LLC 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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