Dynamic Wealth Strategies, LLC Vanguard Intermediate Term Tre Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 122,916 shares of VGIT stock, worth $7.18 Million. This represents 6.06% of its overall portfolio holdings.

Number of Shares
122,916
Previous 118,237 3.96%
Holding current value
$7.18 Million
Previous $6.89 Million 7.87%
% of portfolio
6.06%
Previous 5.92%

Shares

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

Nov 13, 2024
BUY
$57.8 - $60.8 $270,446 - $284,483
4,679 Added 3.96%
122,916 $7.43 Million
Q2 2024

Aug 15, 2024
SELL
$57.14 - $58.53 $128,279 - $131,399
-2,245 Reduced 1.86%
118,237 $6.89 Million
Q1 2024

May 15, 2024
BUY
$58.07 - $59.52 $209,342 - $214,569
3,605 Added 3.08%
120,482 $7.05 Million
Q4 2023

Feb 13, 2024
BUY
$56.15 - $59.51 $6.56 Million - $6.96 Million
116,877 New
116,877 $6.93 Billion

Others Institutions Holding VGIT

# of Institutions
752
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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