Heritage Wealth Management, Inc./Texas Vanguard Intermediate Term Tre Transaction History

Heritage Wealth Management, Inc./Texas

  • $160 Billion
  • Q2 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 6,820 shares of VGIT stock, worth $406,472. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,820
Previous 21,110 67.69%
Holding current value
$406,472
Previous $1.24 Billion 67.87%
% of portfolio
0.25%
Previous 0.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$57.14 - $58.53 $816,530 - $836,393
-14,290 Reduced 67.69%
6,820 $397 Million
Q1 2024

Apr 25, 2024
BUY
$58.07 - $59.52 $261,953 - $268,494
4,511 Added 27.18%
21,110 $1.24 Billion
Q4 2023

Jan 24, 2024
BUY
$56.15 - $59.51 $932,033 - $987,806
16,599 New
16,599 $985 Million

Others Institutions Holding VGIT

# of Institutions
715
Shares Held
366M
Call Options Held
25.2K
Put Options Held
14.3K
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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