Goal Vest Advisory LLC Vanguard Intermediate Term Tre Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	BUY	$58.61 - $60.65 $0 - $0	0 New	0 $0
Q1 2023 Apr 03, 2023	BUY	$57.72 - $60.39 $0 - $0	0 New	0 $0

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.18 Billion
0.36% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.97 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.25 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.22 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$920 Million
3.23% of portfolio

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.