Number of Shares
2.78 Mil
Current Holdings Value*
$165.25 Mil
% of Portfolio
2.49%
Total Estimate Gain
$-1.66 Mil
% of Total Estimate Gain
-0.60%

Valmark Advisers, Inc.'s Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, Valmark Advisers, Inc. held 2.78 Mil shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $165.25 Mil. This investment constitutes 2.49% of their stock portfolio, and Valmark Advisers, Inc. now holds 0.51% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2018Q3. And since then Valmark Advisers, Inc. has made 19 purchases of VGIT, at an average price of $61.20, for a total of 4.55 Mil shares. In addition, there have been 8 sales at an average price of $63.37 for 1.76 Mil shares. Based on historical transaction data and VGIT's current price of $59.23, Valmark Advisers, Inc.'s estimated gain on his VGIT holdings is $-1.66 Mil, reflecting a -0.60% gain to date.

Valmark Advisers, Inc. VGIT ($59.23) Holding Chart

Valmark Advisers, Inc. 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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