Family Wealth Partners, LLC Vanguard Intermediate Term Tre Transaction History

Family Wealth Partners, LLC

  • $176 Billion
  • Q1 2024

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Family Wealth Partners, LLC holds 157,490 shares of VGIT stock, worth $9.2 Million. This represents 5.23% of its overall portfolio holdings.

Number of Shares
157,490
Previous 94,749 66.22%
Holding current value
$9.2 Million
Previous $5.62 Billion 64.06%
% of portfolio
5.23%
Previous 4.34%

Shares

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

Apr 16, 2024
BUY
$58.07 - $59.52 $3.64 Million - $3.73 Million
62,741 Added 66.22%
157,490 $9.22 Billion
Q4 2023

Mar 20, 2024
BUY
$56.15 - $59.51 $5.32 Million - $5.64 Million
94,749 New
94,749 $5.62 Billion

Others Institutions Holding VGIT

# of Institutions
696
Shares Held
333M
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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