Number of Shares
152,578.00
Current Holdings Value*
$9.06 Mil
% of Portfolio
6.94%
Total Estimate Gain
$148,461.40
% of Total Estimate Gain
1.64%

Sharp Financial Services, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, Sharp Financial Services, LLC held 152,578.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $9.06 Mil. This investment constitutes 6.94% of their stock portfolio, and Sharp Financial Services, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2023Q4. And since then Sharp Financial Services, LLC has made 3 purchases of VGIT, at an average price of $58.26, for a total of 155,682.00 shares. In addition, there have been 1 sales at an average price of $58.50 for 3,104.00 shares. Based on historical transaction data and VGIT's current price of $59.23, Sharp Financial Services, LLC's estimated gain on his VGIT holdings is $148,461.40, reflecting a 1.64% gain to date.

Sharp Financial Services, LLC VGIT ($59.23) Holding Chart

Sharp Financial Services, 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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