Iht Wealth Management, LLC Vanguard Extended Duration Tre Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Iht Wealth Management, LLC holds 34,096 shares of EDV stock, worth $2.37 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,096
Previous 49,732 31.44%
Holding current value
$2.37 Million
Previous $3.54 Million 35.12%
% of portfolio
0.07%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$62.83 - $72.45 $982,409 - $1.13 Million
-15,636 Reduced 31.44%
34,096 $2.29 Million
Q1 2025

May 15, 2025
SELL
$65.05 - $73.43 $372,606 - $420,607
-5,728 Reduced 10.33%
49,732 $3.54 Million
Q4 2024

Feb 14, 2025
BUY
$67.27 - $79.67 $2.82 Million - $3.34 Million
41,980 Added 311.42%
55,460 $3.76 Million
Q3 2024

Nov 14, 2024
SELL
$70.73 - $83.52 $196,558 - $232,102
-2,779 Reduced 17.09%
13,480 $1.07 Million
Q2 2024

Aug 14, 2024
BUY
$68.41 - $76.58 $1.11 Million - $1.25 Million
16,259 New
16,259 $1.19 Million
Q3 2023

Nov 14, 2023
BUY
$69.75 - $86.3 $2.04 Million - $2.52 Million
29,232 New
29,232 $2.05 Million

Others Institutions Holding EDV

# of Institutions
205
Shares Held
18.3M
Call Options Held
606K
Put Options Held
335K
View Full List

About VANGUARD EXTENDED DURATION TRE

EDV Quotes by TradingView
  • Ticker EDV
  • Sector ETFs
  • Industry ETFs
More about EDV
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