WBH ADVISORY INC VGIT Holdings History

Number of Shares
279,885.00
Current Holdings Value*
$16.63 Mil
% of Portfolio
1.55%
Total Estimate Gain
$-206,382.12
% of Total Estimate Gain
-0.69%

WBH ADVISORY INC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, WBH ADVISORY INC held 279,885.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $16.63 Mil. This investment constitutes 1.55% of their stock portfolio, and WBH ADVISORY INC now holds 0.05% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2018Q3. And since then WBH ADVISORY INC has made 16 purchases of VGIT, at an average price of $59.79, for a total of 502,369.00 shares. In addition, there have been 9 sales at an average price of $59.73 for 222,484.00 shares. Based on historical transaction data and VGIT's current price of $59.10, WBH ADVISORY INC's estimated gain on his VGIT holdings is $-206,382.12, reflecting a -0.69% gain to date.

WBH ADVISORY INC VGIT ($59.10) Holding Chart

WBH ADVISORY INC VGIT ($59.10) 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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