A detailed history of Family Wealth Group, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Family Wealth Group, LLC holds 21,526 shares of VGIT stock, worth $1.24 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
21,526
Previous 20,777 3.6%
Holding current value
$1.24 Million
Previous $1.21 Million 7.53%
% of portfolio
1.4%
Previous 1.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$57.8 - $60.8 $43,292 - $45,539
749 Added 3.6%
21,526 $1.3 Million
Q2 2024

Aug 14, 2024

BUY
$57.14 - $58.53 $153,820 - $157,562
2,692 Added 14.89%
20,777 $1.21 Million
Q1 2024

Aug 14, 2024

SELL
$58.07 - $59.52 $37,687 - $38,628
-649 Reduced 3.46%
18,085 $1.06 Million
Q4 2023

Feb 14, 2024

BUY
$56.15 - $59.51 $1.05 Million - $1.11 Million
18,734 New
18,734 $1.11 Million

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.