Ivc Wealth Advisors LLC Vanguard Intermediate Term Tre Transaction History

Ivc Wealth Advisors LLC

$177 Million
Q4 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 6,474 shares of VGIT stock, worth $375,556. This represents 0.21% of its overall portfolio holdings.

Number of Shares

6,474

Previous 5,915 9.45%

Holding current value

$375,556

Previous $357,000 5.04%

% of portfolio

0.21%

Previous 0.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$57.78 - $60.4 $32,299 - $33,763	559 Added 9.45%	6,474 $375,000
Q3 2024 Oct 24, 2024	SELL	$57.8 - $60.8 $38,090 - $40,067	-659 Reduced 10.02%	5,915 $357,000
Q2 2024 Jul 16, 2024	BUY	$57.14 - $58.53 $15,084 - $15,451	264 Added 4.18%	6,574 $382,000
Q1 2024 Apr 19, 2024	BUY	$58.07 - $59.52 $290 - $297	5 Added 0.08%	6,310 $369,000
Q4 2023 Jan 10, 2024	BUY	$56.15 - $59.51 $1,628 - $1,725	29 Added 0.46%	6,305 $374,000
Q3 2023 Oct 05, 2023	BUY	$56.93 - $59.05 $27,497 - $28,521	483 Added 8.34%	6,276 $358,000
Q2 2023 Jul 13, 2023	BUY	$58.61 - $60.65 $38,096 - $39,422	650 Added 12.64%	5,793 $339,000
Q1 2023 Apr 13, 2023	SELL	$57.72 - $60.39 $7,330 - $7,669	-127 Reduced 2.41%	5,143 $308,000
Q4 2022 Jan 17, 2023	SELL	$57.14 - $59.67 $42,226 - $44,096	-739 Reduced 12.3%	5,270 $0
Q3 2022 Oct 12, 2022	SELL	$57.73 - $62.32 $2,366 - $2,555	-41 Reduced 0.68%	6,009 $350,000
Q2 2022 Jul 11, 2022	SELL	$59.34 - $62.5 $38,808 - $40,875	-654 Reduced 9.76%	6,050 $370,000
Q1 2022 Apr 27, 2022	BUY	$62.43 - $66.15 $418,530 - $443,469	6,704 New	6,704 $422,000

Others Institutions Holding VGIT

# of Institutions

767

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Ivc Wealth Advisors LLC Vanguard Intermediate Term Tre Transaction History