Number of Shares
137,538.00
Current Holdings Value*
$8.24 Mil
% of Portfolio
7.27%
Total Estimate Gain
$358,893.02
% of Total Estimate Gain
2.42%

Shotwell Rutter Baer Inc's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, Shotwell Rutter Baer Inc held 137,538.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $8.24 Mil. This investment constitutes 7.27% of their stock portfolio, and Shotwell Rutter Baer Inc 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 Shotwell Rutter Baer Inc has made 4 purchases of VGIT, at an average price of $57.80, for a total of 256,961.00 shares. In addition, there have been 1 sales at an average price of $58.67 for 119,423.00 shares. Based on historical transaction data and VGIT's current price of $59.65, Shotwell Rutter Baer Inc's estimated gain on his VGIT holdings is $358,893.02, reflecting a 2.42% gain to date.

Shotwell Rutter Baer Inc VGIT ($59.65) Holding Chart

Shotwell Rutter Baer Inc 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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