Iht Wealth Management, LLC Vanguard Long Term Treasury Et Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Iht Wealth Management, LLC holds 31,908 shares of VGLT stock, worth $1.82 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

31,908

Previous 51,727 38.31%

Holding current value

$1.82 Million

Previous $3.18 Million 44.52%

% of portfolio

0.06%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$55.1 - $61.74 $1.09 Million - $1.22 Million	-19,819 Reduced 38.31%	31,908 $1.77 Million
Q3 2024 Nov 14, 2024	BUY	$56.52 - $63.23 $927,549 - $1.04 Million	16,411 Added 46.47%	51,727 $3.18 Million
Q2 2024 Aug 14, 2024	BUY	$55.25 - $59.25 $272,935 - $292,695	4,940 Added 16.26%	35,316 $2.04 Million
Q1 2024 May 15, 2024	BUY	$57.73 - $61.4 $494,861 - $526,320	8,572 Added 39.31%	30,376 $1.8 Million
Q4 2023 Feb 14, 2024	BUY	$52.05 - $62.44 $466,732 - $559,899	8,967 Added 69.85%	21,804 $1.34 Million
Q3 2023 Nov 14, 2023	BUY	$55.35 - $63.62 $360,992 - $414,929	6,522 Added 103.28%	12,837 $712,000
Q2 2023 Aug 14, 2023	SELL	$62.12 - $66.83 $405,581 - $436,333	-6,529 Reduced 50.83%	6,315 $401,000
Q1 2023 May 15, 2023	BUY	$61.35 - $66.86 $3,496 - $3,811	57 Added 0.45%	12,844 $841,000
Q4 2022 Feb 14, 2023	BUY	$57.38 - $66.98 $733,718 - $856,473	12,787 New	12,787 $787,000
Q2 2021 Aug 16, 2021	SELL	$82.8 - $88.43 $264,132 - $282,091	-3,190 Closed	0 $0
Q1 2021 May 18, 2021	BUY	$81.8 - $95.79 $260,942 - $305,570	3,190 New	3,190 $264,000
Q4 2020 Feb 17, 2021	SELL	$94.69 - $99.7 $339,463 - $357,424	-3,585 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$98.44 - $104.5 $352,907 - $374,632	3,585 New	3,585 $357,000
Q2 2018 Aug 13, 2018	SELL	N/A	-155 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	155	155 $12,000

Others Institutions Holding VGLT

# of Institutions

438

Shares Held

121M

Call Options Held

218K

Put Options Held

76.9K

View Full List

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
Sector ETFs
Industry ETFs

More about VGLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Vanguard Long Term Treasury Et Transaction History