Number of Shares
8,163.00
Current Holdings Value*
$484,090.00
% of Portfolio
0.2%
Total Estimate Gain
$398,777.35
% of Total Estimate Gain
1.81%

Waterway Wealth Management, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary

As of 2025-03-31, Waterway Wealth Management, LLC held 8,163.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $484,090.00. This investment constitutes 0.2% of their stock portfolio, and Waterway Wealth Management, LLC now holds 0% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $58.67 for 374,618.00 shares. Based on historical transaction data and VGIT's current price of $59.25, Waterway Wealth Management, LLC's estimated gain on his VGIT holdings is $398,777.35, reflecting a 1.81% gain to date.

Waterway Wealth Management, LLC VGIT ($59.25) Holding Chart

Waterway Wealth Management, 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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