Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 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 8,484 shares of VGIT stock, worth $511,585. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,484
Previous 8,488 0.05%
Holding current value
$511,585
Previous $497 Million 0.59%
% of portfolio
0.04%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
716
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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