Diversified Portfolios, Inc. Vanguard Intermediate Term Tre Transaction History

Diversified Portfolios, Inc.

$699 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	N/A	-12,000 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	N/A	12,000 New	12,000 $833,000

Others Institutions Holding VGIT

# of Institutions

694

Shares Held

333M

Call Options Held

19.2K

Put Options Held

17.5K

Jpmorgan Chase & CO New York, NY

69.1M
Shares

$4 Billion
0.37% of portfolio
Bank Of America Corp Charlotte, NC

48.6M
Shares

$2.82 Billion
0.27% of portfolio
Morgan Stanley New York, NY

18M
Shares

$1.04 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.3M
Shares

$827 Million
3.13% of portfolio
Personal Capital Advisors Corp

11.1M
Shares

$641 Million
3.14% of portfolio

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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