Leicht Financial Planning & Wealth Management, Inc. Vanguard Intermediate Term Tre Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$69.86 - $70.63 $2.61 Million - $2.64 Million	-37,340 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$66.04 - $70.55 $11.9 Million - $12.7 Million	-180,067 Reduced 82.82%	37,340 $2.63 Million
Q4 2019 Jan 17, 2020	BUY	$65.75 - $67.26 $9.46 Million - $9.68 Million	143,854 Added 195.58%	217,407 $14.3 Million
Q3 2019 Oct 17, 2019	BUY	$65.91 - $66.78 $733,314 - $742,994	11,126 Added 17.82%	73,553 $4.9 Million
Q2 2019 Aug 02, 2019	BUY	N/A	15,841 Added 34.0%	62,427 $4.12 Million
Q1 2019 May 02, 2019	BUY	N/A	10,617 Added 29.52%	46,586 $3 Million
Q4 2018 Jan 28, 2019	BUY	N/A	10,311 Added 40.19%	35,969 $2.29 Million
Q3 2018 Oct 19, 2018	BUY	N/A	22,409 Added 689.72%	25,658 $1.59 Million
Q2 2018 Jul 16, 2018	BUY	N/A	3,249 New	3,249 $204,000

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.18 Billion
0.36% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.97 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.25 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.22 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$920 Million
3.23% of portfolio

View Full List

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