Joel Adams & Associates, Inc. VGIT Holdings History
Joel Adams & Associates, Inc.'s Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, Joel Adams & Associates, Inc. held 4,898.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $290,940.00. This investment constitutes 0.26% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2025Q1. And since then Joel Adams & Associates, Inc. has made 1 purchases of VGIT, at an average price of $58.50, for a total of 4,898.00 shares. Based on historical transaction data and VGIT's current price of $59.38, Joel Adams & Associates, Inc.'s estimated gain on his VGIT holdings is $4,296.04, reflecting a 1.50% gain to date.
Joel Adams & Associates, Inc. VGIT ($59.38) Holding Chart
Joel Adams & Associates, Inc. VGIT ($59.38) 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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