Evolution Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 11,452 shares of VGIT stock, worth $662,040. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,452
Previous 8,939 28.11%
Holding current value
$662,040
Previous $520,000 32.88%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Nov 06, 2024
BUY
$57.8 - $60.8 $145,251 - $152,790
2,513 Added 28.11%
11,452 $691,000
Q1 2024

Apr 19, 2024
BUY
$58.07 - $59.52 $40,010 - $41,009
689 Added 8.35%
8,939 $523,000
Q1 2023

May 02, 2023
SELL
$57.72 - $60.39 $11,024 - $11,534
-191 Reduced 2.26%
8,250 $494,000
Q4 2022

Feb 07, 2023
BUY
$57.14 - $59.67 $10,913 - $11,396
191 Added 2.32%
8,441 $493,000
Q3 2022

Nov 01, 2022
BUY
$57.73 - $62.32 $476,272 - $514,140
8,250 New
8,250 $481,000

Others Institutions Holding VGIT

# of Institutions
754
Shares Held
386M
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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