WEBSTERROGERS FINANCIAL ADVISORS, LLC VGIT Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 136,330.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $8.15 Mil. This investment constitutes 2.59% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.03% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2024Q1. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 5 purchases of VGIT, at an average price of $58.62, for a total of 144,249.00 shares. In addition, there have been 1 sales at an average price of $59.68 for 7,919.00 shares. Based on historical transaction data and VGIT's current price of $59.23, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his VGIT holdings is $91,630.50, reflecting a 1.08% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC VGIT ($59.23) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, LLC 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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