Robertson Stephens Wealth Management, LLC VGIT Holdings History
Robertson Stephens Wealth Management, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 486,226.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $28.88 Mil. This investment constitutes 0.99% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.09% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2020Q1. And since then Robertson Stephens Wealth Management, LLC has made 5 purchases of VGIT, at an average price of $58.51, for a total of 532,326.00 shares. In addition, there have been 5 sales at an average price of $59.27 for 46,100.00 shares. Based on historical transaction data and VGIT's current price of $59.23, Robertson Stephens Wealth Management, LLC's estimated gain on his VGIT holdings is $387,132.76, reflecting a 1.24% gain to date.
Robertson Stephens Wealth Management, LLC VGIT ($59.23) Holding Chart
Robertson Stephens Wealth Management, 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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