Ivc Wealth Advisors LLC Vanguard Intermediate Term Tre Transaction History

Ivc Wealth Advisors LLC

$173 Million
Q1 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 6,310 shares of VGIT stock, worth $368,756. This represents 0.21% of its overall portfolio holdings.

Number of Shares

6,310

Previous 6,305 0.08%

Holding current value

$368,756

Previous $374,000 1.34%

% of portfolio

0.21%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$57.26 - $59.67 $42,315 - $44,096	-739 Reduced 12.3%	5,270 $0
Q3 2022 Oct 12, 2022	SELL	N/A	-41 Reduced 0.68%	6,009 $350,000
Q2 2022 Jul 11, 2022	SELL	N/A	-654 Reduced 9.76%	6,050 $370,000
Q1 2022 Apr 27, 2022	BUY	N/A	6,704 New	6,704 $422,000

Others Institutions Holding VGIT

# of Institutions

695

Shares Held

333M

Call Options Held

19.2K

Put Options Held

17.5K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Account

Ivc Wealth Advisors LLC Vanguard Intermediate Term Tre Transaction History