Bsw Wealth Partners Vanguard Intermediate Term Tre Transaction History

Bsw Wealth Partners

  • $661 Million
  • Q3 2024

A detailed history of Bsw Wealth Partners transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Bsw Wealth Partners holds 408,657 shares of VGIT stock, worth $23.8 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares
408,657
Previous 393,912 3.74%
Holding current value
$23.8 Million
Previous $22.9 Million 7.65%
% of portfolio
3.74%
Previous 3.78%

Shares

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

Oct 29, 2024
BUY
$57.8 - $60.8 $852,261 - $896,496
14,745 Added 3.74%
408,657 $24.7 Million
Q2 2024

Jul 16, 2024
BUY
$57.14 - $58.53 $1.93 Million - $1.98 Million
33,744 Added 9.37%
393,912 $22.9 Million
Q1 2024

Apr 23, 2024
BUY
$58.07 - $59.52 $865,184 - $886,788
14,899 Added 4.32%
360,168 $21.1 Million
Q4 2023

Jan 25, 2024
BUY
$56.15 - $59.51 $801,878 - $849,862
14,281 Added 4.31%
345,269 $20.5 Million
Q3 2023

Oct 27, 2023
BUY
$56.93 - $59.05 $1.17 Million - $1.22 Million
20,590 Added 6.63%
330,988 $18.9 Million
Q2 2023

Aug 11, 2023
BUY
$58.61 - $60.65 $1.28 Million - $1.32 Million
21,834 Added 7.57%
310,398 $18.2 Million
Q1 2023

May 15, 2023
BUY
$57.72 - $60.39 $630,071 - $659,217
10,916 Added 3.93%
288,564 $17.3 Million
Q4 2022

Feb 13, 2023
SELL
$57.14 - $59.67 $7.02 Million - $7.33 Million
-122,774 Reduced 30.66%
277,648 $16.2 Million
Q3 2022

Nov 14, 2022
BUY
$57.73 - $62.32 $4.39 Million - $4.73 Million
75,965 Added 23.41%
400,422 $23.3 Million
Q2 2022

Aug 15, 2022
BUY
$59.34 - $62.5 $19.3 Million - $20.3 Million
324,457 New
324,457 $19.8 Million

Others Institutions Holding VGIT

# of Institutions
753
Shares Held
387M
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
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