A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,495 shares of VGLT stock, worth $305,027. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,495
Previous 60,194 90.87%
Holding current value
$305,027
Previous $3.47 Million 90.26%
% of portfolio
0.0%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$56.52 - $63.23 $3.09 Million - $3.46 Million
-54,699 Reduced 90.87%
5,495 $338,000
Q2 2024

Aug 14, 2024

BUY
$55.25 - $59.25 $1.1 Million - $1.18 Million
19,980 Added 49.68%
60,194 $3.47 Million
Q1 2024

May 15, 2024

BUY
$57.73 - $61.4 $761,343 - $809,743
13,188 Added 48.8%
40,214 $2.38 Million
Q4 2023

Feb 13, 2024

BUY
$52.05 - $62.44 $642,973 - $771,321
12,353 Added 84.19%
27,026 $1.66 Million
Q3 2023

Nov 15, 2023

SELL
$55.35 - $63.62 $931,595 - $1.07 Million
-16,831 Reduced 53.42%
14,673 $814,000
Q2 2023

Aug 15, 2023

BUY
$62.12 - $66.83 $143,869 - $154,778
2,316 Added 7.93%
31,504 $2 Million
Q1 2023

May 03, 2023

BUY
$61.35 - $66.86 $318,161 - $346,735
5,186 Added 21.61%
29,188 $1.91 Million
Q4 2022

Feb 13, 2023

BUY
$57.38 - $66.98 $1.38 Million - $1.61 Million
24,002 New
24,002 $1.48 Million

Others Institutions Holding VGLT

About VANGUARD LONG TERM TREASURY ET


  • Ticker VGLT
  • Sector ETFs
  • Industry ETFs
More about VGLT
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.