Badgley Phelps Wealth Managers, LLC Vanguard Intermediate Term Tre Transaction History
Badgley Phelps Wealth Managers, LLC
- $3.76 Billion
- Q1 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 680,863 shares of VGIT stock, worth $39.6 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
680,863
Previous 664,916
2.4%
Holding current value
$39.6 Million
Previous $39.4 Million
1.07%
% of portfolio
1.06%
Previous 1.09%
Shares
6 transactions
Others Institutions Holding VGIT
# of Institutions
691Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.02 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.83 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$831 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$644 Million3.14% of portfolio