Icon Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,779 shares of VGIT stock, worth $454,604. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,779
Holding current value
$454,604
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$57.8 - $60.8 $295,762 - $311,113
5,117 Added 65.78%
12,896 $779,000
Q3 2024

Nov 12, 2024
BUY
$57.8 - $60.8 $449,626 - $472,963
7,779 New
7,779 $470,000
Q1 2024

May 15, 2024
BUY
$58.07 - $59.52 $645,099 - $661,207
11,109 Added 569.69%
13,059 $764,000
Q4 2023

Feb 14, 2024
SELL
$56.15 - $59.51 $136,500 - $144,668
-2,431 Reduced 55.49%
1,950 $115,000
Q4 2022

Feb 14, 2023
BUY
$57.14 - $59.67 $138,907 - $145,057
2,431 Added 124.67%
4,381 $256,000
Q3 2022

Jan 25, 2023
BUY
$57.73 - $62.32 $112,573 - $121,524
1,950 New
1,950 $114,000

Others Institutions Holding VGIT

# of Institutions
755
Shares Held
386M
Call Options Held
26.7K
Put Options Held
12K
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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