Number of Shares
84,279.00
Current Holdings Value*
$5.94 Mil
% of Portfolio
2.68%
Total Estimate Gain
$-455,442.93
% of Total Estimate Gain
-7.43%

LifePlan Financial Group, Inc's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2020-09-30, LifePlan Financial Group, Inc held 84,279.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $5.94 Mil. This investment constitutes 2.68% of their stock portfolio, and LifePlan Financial Group, Inc now holds 0.06% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2018Q3. And since then LifePlan Financial Group, Inc has made 7 purchases of VGIT, at an average price of $65.04, for a total of 94,201.00 shares. In addition, there have been 2 sales at an average price of $68.28 for 9,922.00 shares. Based on historical transaction data and VGIT's current price of $59.25, LifePlan Financial Group, Inc's estimated gain on his VGIT holdings is $-455,442.93, reflecting a -7.43% gain to date.

LifePlan Financial Group, Inc VGIT ($59.25) Holding Chart

LifePlan Financial Group, Inc 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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