Diversify Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 56,914 shares of VGIT stock, worth $3.37 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
56,914
Previous 70,600
19.39%
Holding current value
$3.37 Million
Previous $4.06 Billion
16.13%
% of portfolio
0.25%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding VGIT
# of Institutions
877Shares Held
398MCall Options Held
8.8KPut Options Held
13.9K-
Jpmorgan Chase & CO New York, NY77.5MShares$4.59 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC45.6MShares$2.7 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.9MShares$1.42 Billion0.1% of portfolio
-
Employees Retirement System Of Texas23.9MShares$1.42 Billion12.86% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.2MShares$1.08 Billion3.56% of portfolio