A detailed history of Executive Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Executive Wealth Management, LLC holds 540,967 shares of VGIT stock, worth $31.6 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
540,967
Previous 488,749 10.68%
Holding current value
$31.6 Million
Previous $29 Million 9.25%
% of portfolio
2.91%
Previous 2.85%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$58.07 - $59.52 $3.03 Million - $3.11 Million
52,218 Added 10.68%
540,967 $31.7 Million
Q4 2023

Jan 26, 2024

SELL
$56.15 - $59.51 $744,549 - $789,102
-13,260 Reduced 2.64%
488,749 $29 Million
Q3 2023

Nov 07, 2023

SELL
$56.93 - $59.05 $337,367 - $349,930
-5,926 Reduced 1.17%
502,009 $28.7 Million
Q2 2023

Aug 02, 2023

SELL
$58.61 - $60.65 $458,799 - $474,768
-7,828 Reduced 1.52%
507,935 $29.8 Million
Q1 2023

May 11, 2023

BUY
$57.72 - $60.39 $4.51 Million - $4.72 Million
78,116 Added 17.85%
515,763 $30.9 Million
Q4 2022

Feb 13, 2023

BUY
$57.26 - $59.67 $23.8 Million - $24.8 Million
415,895 Added 1911.99%
437,647 $25.6 Million
Q3 2022

Nov 10, 2022

SELL
N/A
-422,543 Reduced 95.1%
21,752 $21.8 Million
Q2 2022

Jul 26, 2022

BUY
N/A
42,746 Added 10.65%
444,295 $27.2 Million
Q1 2022

Apr 13, 2022

BUY
N/A
45,445 Added 12.76%
401,549 $25.3 Million
Q4 2021

Feb 03, 2022

BUY
N/A
161,548 Added 83.03%
356,104 $0
Q3 2021

Oct 27, 2021

BUY
N/A
4,153 Added 2.18%
194,556 $13.1 Million
Q2 2021

Jul 26, 2021

BUY
N/A
86,764 Added 83.72%
190,403 $12.9 Million
Q1 2021

May 03, 2021

BUY
N/A
98,709 Added 2002.21%
103,639 $6.97 Million
Q4 2020

Feb 04, 2021

SELL
N/A
-450 Reduced 8.36%
4,930 $342,000
Q3 2020

Oct 23, 2020

SELL
N/A
-2,807 Reduced 34.29%
5,380 $379,000
Q2 2020

Jul 27, 2020

SELL
N/A
-571,953 Reduced 98.59%
8,187 $0
Q1 2020

Apr 27, 2020

SELL
N/A
-41,899 Reduced 6.74%
580,140 $40.9 Million
Q4 2019

Jan 23, 2020

BUY
N/A
39,620 Added 6.8%
622,039 $41 Million
Q3 2019

Nov 21, 2019

SELL
N/A
-1,931 Reduced 0.33%
582,419 $38.8 Million
Q3 2019

Oct 30, 2019

BUY
N/A
39,795 Added 7.31%
584,350 $39 Million
Q2 2019

Aug 01, 2019

BUY
N/A
544,515 Added 1361287.5%
544,555 $35.9 Million
Q1 2019

May 02, 2019

BUY
N/A
40 New
40 $3,000

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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