Icon Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 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 13,059 shares of VGIT stock, worth $756,507. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,059
Previous 1,950 569.69%
Holding current value
$756,507
Previous $115,000 564.35%
% of portfolio
0.07%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$57.26 - $59.67 $139,199 - $145,057
2,431 Added 124.67%
4,381 $256,000
Q3 2022

Jan 25, 2023
BUY
N/A
1,950 New
1,950 $114,000

Others Institutions Holding VGIT

# of Institutions
694
Shares Held
333M
Call Options Held
19.2K
Put Options Held
17.5K
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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