Dopkins Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 11,215 shares of VGIT stock, worth $653,722. This represents 0.56% of its overall portfolio holdings.

Number of Shares
11,215
Previous 19,375 42.12%
Holding current value
$653,722
Previous $1.13 Million 39.98%
% of portfolio
0.56%
Previous 0.72%

Shares

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

Nov 06, 2024
SELL
$57.8 - $60.8 $471,648 - $496,128
-8,160 Reduced 42.12%
11,215 $677,000
Q2 2024

Jul 30, 2024
BUY
$57.14 - $58.53 $143,878 - $147,378
2,518 Added 14.94%
19,375 $1.13 Million
Q1 2024

May 03, 2024
BUY
$58.07 - $59.52 $978,885 - $1 Million
16,857 New
16,857 $986,000
Q3 2023

Nov 13, 2023
BUY
$56.93 - $59.05 $678,719 - $703,994
11,922 New
11,922 $681,000

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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