Cliftonlarsonallen Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,095,154 shares of VGIT stock, worth $63.7 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
1,095,154
Previous 1,005,127 8.96%
Holding current value
$63.7 Million
Previous $58.5 Million 13.06%
% of portfolio
1.53%
Previous 1.26%

Shares

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

Oct 11, 2024
BUY
$57.8 - $60.8 $5.2 Million - $5.47 Million
90,027 Added 8.96%
1,095,154 $66.2 Million
Q2 2024

Jul 11, 2024
BUY
$57.14 - $58.53 $3.85 Million - $3.95 Million
67,431 Added 7.19%
1,005,127 $58.5 Million
Q1 2024

May 02, 2024
BUY
$58.07 - $59.52 $54.5 Million - $55.8 Million
937,696 New
937,696 $54.9 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 Cliftonlarsonallen Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email