Number of Shares
261,544.00
Current Holdings Value*
$15.54 Mil
% of Portfolio
2.85%
Total Estimate Gain
$-18.29 Mil
% of Total Estimate Gain
-6.15%

Morningstar Investment Services LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, Morningstar Investment Services LLC held 261,544.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $15.54 Mil. This investment constitutes 2.85% of their stock portfolio, and Morningstar Investment Services LLC now holds 0.05% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2018Q3. And since then Morningstar Investment Services LLC has made 17 purchases of VGIT, at an average price of $62.75, for a total of 4.74 Mil shares. In addition, there have been 10 sales at an average price of $58.85 for 4.48 Mil shares. Based on historical transaction data and VGIT's current price of $59.65, Morningstar Investment Services LLC's estimated gain on his VGIT holdings is $-18.29 Mil, reflecting a -6.15% gain to date.

Morningstar Investment Services LLC VGIT ($59.65) Holding Chart

Morningstar Investment Services LLC VGIT ($59.65) 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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