A detailed history of Altium Wealth Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Altium Wealth Management LLC holds 335,667 shares of VGIT stock, worth $19.6 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
335,667
Previous 338,166 0.74%
Holding current value
$19.6 Million
Previous $21.3 Million 3.5%
% of portfolio
1.48%
Previous 1.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

SELL
N/A
-2,499 Reduced 0.74%
335,667 $20.5 Million
Q1 2022

May 16, 2022

BUY
N/A
66,156 Added 24.32%
338,166 $21.3 Million
Q4 2021

Jan 31, 2022

BUY
N/A
4,318 Added 1.61%
272,010 $18.1 Million
Q3 2021

Nov 15, 2021

BUY
N/A
9,534 Added 3.69%
267,692 $18.1 Million
Q2 2021

Aug 13, 2021

BUY
N/A
104,696 Added 68.22%
258,158 $17.5 Million
Q1 2021

May 06, 2021

BUY
N/A
153,462 New
153,462 $10.3 Million

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


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

Track Altium Wealth Management LLC Portfolio

Follow Altium Wealth Management 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 Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.