Number of Shares
120,843.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
2.82%
Total Estimate Gain
$-276,736.74
% of Total Estimate Gain
-2.91%

POWER WEALTH MANAGEMENT LLC's Vanguard Long-Term Government Bond ETF Holding Summary

As of 2025-03-31, POWER WEALTH MANAGEMENT LLC held 120,843.00 shares of Vanguard Long-Term Government Bond ETF(VGLT), totaling $6.96 Mil. This investment constitutes 2.82% of their stock portfolio, and POWER WEALTH MANAGEMENT LLC now holds 0.07% of the outstanding Vanguard Long-Term Government Bond ETF(VGLT) stock.

The initial trade took place in 2023Q4. And since then POWER WEALTH MANAGEMENT LLC has made 4 purchases of VGLT, at an average price of $57.30, for a total of 165,825.00 shares. In addition, there have been 1 sales at an average price of $57.90 for 44,982.00 shares. Based on historical transaction data and VGLT's current price of $54.79, POWER WEALTH MANAGEMENT LLC's estimated gain on his VGLT holdings is $-276,736.74, reflecting a -2.91% gain to date.

POWER WEALTH MANAGEMENT LLC VGLT ($54.79) Holding Chart

POWER WEALTH MANAGEMENT LLC VGLT ($54.79) 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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