Ivc Wealth Advisors LLC Vanguard Intermediate Term Tre Transaction History

Ivc Wealth Advisors LLC

  • $181 Million
  • Q3 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 5,915 shares of VGIT stock, worth $344,785. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,915
Previous 6,574 10.02%
Holding current value
$344,785
Previous $382,000 6.54%
% of portfolio
0.2%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
753
Shares Held
387M
Call Options Held
26.7K
Put Options Held
12K
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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