Graves Light Lenhart Wealth, Inc. Vanguard Intermediate Term Tre Transaction History

Graves Light Lenhart Wealth, Inc.

$810 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$58.61 - $60.65 $12,483 - $12,918	213 Added 0.63%	34,005 $1.99 Million
Q1 2023 May 15, 2023	SELL	$57.72 - $60.39 $151,919 - $158,946	-2,632 Reduced 7.23%	33,792 $2.03 Million
Q4 2022 Feb 14, 2023	BUY	$57.14 - $59.67 $14,170 - $14,798	248 Added 0.69%	36,424 $2.13 Million
Q3 2022 Nov 14, 2022	BUY	$57.73 - $62.32 $8,139 - $8,787	141 Added 0.39%	36,176 $2.11 Million
Q2 2022 Aug 15, 2022	BUY	$59.34 - $62.5 $6,586 - $6,937	111 Added 0.31%	36,035 $2.2 Million
Q1 2022 May 13, 2022	BUY	$62.43 - $66.15 $3,870 - $4,101	62 Added 0.17%	35,924 $2.26 Million
Q4 2021 Feb 14, 2022	BUY	$66.4 - $67.68 $1.55 Million - $1.58 Million	23,365 Added 186.96%	35,862 $2.38 Million
Q3 2021 Nov 15, 2021	BUY	$67.44 - $68.68 $842,797 - $858,293	12,497 New	12,497 $844,000

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

385M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.12 Billion
0.35% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.93 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.24 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.2 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$908 Million
3.23% of portfolio

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