Evolution Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Evolution Wealth Advisors, LLC

  • $580 Million
  • Q4 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 10,449 shares of VGIT stock, worth $609,490. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,449
Previous 11,452 8.76%
Holding current value
$609,490
Previous $691,000 12.3%
% of portfolio
0.1%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$57.78 - $60.4 $57,953 - $60,581
-1,003 Reduced 8.76%
10,449 $606,000
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
794
Shares Held
391M
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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