Gitterman Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History
Gitterman Wealth Management, LLC
- $256 Million
- Q1 2024
A detailed history of Gitterman Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 898,888 shares of VGIT stock, worth $52.3 Million. This represents 20.54% of its overall portfolio holdings.
Number of Shares
898,888
Previous 1,258,069
28.55%
Holding current value
$52.3 Million
Previous $74.6 Million
29.48%
% of portfolio
20.54%
Previous 33.28%
Shares
13 transactions
Others Institutions Holding VGIT
# of Institutions
691Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.02 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.83 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$831 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$644 Million3.14% of portfolio