Dynamic Wealth Strategies, LLC Vanguard Intermediate Term Tre Transaction History

Dynamic Wealth Strategies, LLC

  • $116 Million
  • Q2 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 118,237 shares of VGIT stock, worth $7.15 Million. This represents 5.92% of its overall portfolio holdings.

Number of Shares
118,237
Previous 120,482 1.86%
Holding current value
$7.15 Million
Previous $7.05 Million 2.4%
% of portfolio
5.92%
Previous 6.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$57.14 - $58.53 $128,279 - $131,399
-2,245 Reduced 1.86%
118,237 $6.89 Million
Q1 2024

May 15, 2024
BUY
$58.07 - $59.52 $209,342 - $214,569
3,605 Added 3.08%
120,482 $7.05 Million
Q4 2023

Feb 13, 2024
BUY
$56.15 - $59.51 $6.56 Million - $6.96 Million
116,877 New
116,877 $6.93 Billion

Others Institutions Holding VGIT

# of Institutions
717
Shares Held
368M
Call Options Held
25.2K
Put Options Held
14.3K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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