Executive Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History
Executive Wealth Management, LLC
- $1.09 Billion
- Q1 2024
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
Others Institutions Holding VGIT
# of Institutions
695Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.04 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.84 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$834 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$647 Million3.14% of portfolio