Number of Shares
61,202.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
2.32%
Total Estimate Gain
$25,136.31
% of Total Estimate Gain
0.68%

Kaufman Rossin Wealth, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-06-30, Kaufman Rossin Wealth, LLC held 61,202.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $3.66 Mil. This investment constitutes 2.32% of their stock portfolio, and Kaufman Rossin Wealth, 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 Kaufman Rossin Wealth, LLC has made 1 purchases of VGIT, at an average price of $58.81, for a total of 63,095.00 shares. In addition, there have been 1 sales at an average price of $58.50 for 1,893.00 shares. Based on historical transaction data and VGIT's current price of $59.23, Kaufman Rossin Wealth, LLC's estimated gain on his VGIT holdings is $25,136.31, reflecting a 0.68% gain to date.

Kaufman Rossin Wealth, LLC VGIT ($59.23) Holding Chart

Kaufman Rossin Wealth, 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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