Number of Shares
407,137.00
Current Holdings Value*
$40.99 Mil
% of Portfolio
15.37%
Total Estimate Gain
$275,686.33
% of Total Estimate Gain
0.22%

Vigilare Wealth Management's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-06-30, Vigilare Wealth Management held 407,137.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $40.99 Mil. This investment constitutes 15.37% of their stock portfolio, and Vigilare Wealth Management now holds 0.08% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2023Q1. And since then Vigilare Wealth Management has made 6 purchases of SGOV, at an average price of $100.32, for a total of 1.25 Mil shares. In addition, there have been 4 sales at an average price of $100.52 for 839,252.00 shares. Based on historical transaction data and SGOV's current price of $100.59, Vigilare Wealth Management's estimated gain on his SGOV holdings is $275,686.33, reflecting a 0.22% gain to date.

Vigilare Wealth Management SGOV ($100.59) Holding Chart

Vigilare Wealth Management SGOV ($100.59) 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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