Dynamic Wealth Strategies, LLC Vanguard Intermediate Term Tre Transaction History

Dynamic Wealth Strategies, LLC

  • $117 Million
  • Q1 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 120,482 shares of VGIT stock, worth $7.11 Million. This represents 6.03% of its overall portfolio holdings.

Number of Shares
120,482
Previous 116,877 3.08%
Holding current value
$7.11 Million
Previous $6.93 Billion 99.9%
% of portfolio
6.03%
Previous 6.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
701
Shares Held
336M
Call Options Held
19.2K
Put Options Held
17.5K
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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