THEORY FINANCIAL LLC VGIT Holdings History
THEORY FINANCIAL LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held 103,873.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $6.17 Mil. This investment constitutes 2.6% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0.02% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2022Q2. And since then THEORY FINANCIAL LLC has made 8 purchases of VGIT, at an average price of $59.60, for a total of 131,784.00 shares. In addition, there have been 3 sales at an average price of $58.67 for 27,911.00 shares. Based on historical transaction data and VGIT's current price of $59.25, THEORY FINANCIAL LLC's estimated gain on his VGIT holdings is $-62,813.12, reflecting a -0.80% gain to date.
THEORY FINANCIAL LLC VGIT ($59.25) Holding Chart
THEORY FINANCIAL LLC VGIT ($59.25) 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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