Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 59,818 shares of VGIT stock, worth $3.48 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
59,818
Previous 8,484 605.07%
Holding current value
$3.48 Million
Previous $494 Million 631.53%
% of portfolio
0.26%
Previous 0.04%

Shares

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

Oct 21, 2024
BUY
$57.8 - $60.8 $2.97 Million - $3.12 Million
51,334 Added 605.07%
59,818 $3.61 Billion
Q2 2024

Jul 09, 2024
SELL
$57.14 - $58.53 $228 - $234
-4 Reduced 0.05%
8,484 $494 Million
Q1 2024

Apr 15, 2024
SELL
$58.07 - $59.52 $1,858 - $1,904
-32 Reduced 0.38%
8,488 $497 Million
Q4 2023

Jan 16, 2024
BUY
$56.15 - $59.51 $16,564 - $17,555
295 Added 3.59%
8,520 $505 Million
Q3 2023

Oct 23, 2023
BUY
$56.93 - $59.05 $468,249 - $485,686
8,225 New
8,225 $470 Million

Others Institutions Holding VGIT

# of Institutions
754
Shares Held
386M
Call Options Held
26.7K
Put Options Held
12K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email