Private Wealth Management Group, LLC VGIT Holdings History
Private Wealth Management Group, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 331,807.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $19.71 Mil. This investment constitutes 7.27% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.06% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 5 purchases of VGIT, at an average price of $57.96, for a total of 331,807.00 shares. Based on historical transaction data and VGIT's current price of $59.23, Private Wealth Management Group, LLC's estimated gain on his VGIT holdings is $422,561.34, reflecting a 2.20% gain to date.
Private Wealth Management Group, LLC VGIT ($59.23) Holding Chart
Private Wealth Management Group, 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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