Cliftonlarsonallen Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.66 Billion
  • Q2 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 1,005,127 shares of VGIT stock, worth $60.6 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
1,005,127
Previous 937,696 7.19%
Holding current value
$60.6 Million
Previous $54.9 Million 6.6%
% of portfolio
1.26%
Previous 1.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
717
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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