Mc Kinley Carter Wealth Services, Inc. Vanguard Intermediate Term Tre Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.62 Billion
Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 4,263 shares of VGIT stock, worth $247,893. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,263

Previous 4,338 1.73%

Holding current value

$247,893

Previous $252,000 1.98%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$57.8 - $60.8 $4,335 - $4,560	-75 Reduced 1.73%	4,263 $257,000
Q2 2024 Aug 09, 2024	SELL	$57.14 - $58.53 $33,598 - $34,415	-588 Reduced 11.94%	4,338 $252,000
Q1 2024 Apr 26, 2024	BUY	$58.07 - $59.52 $19,395 - $19,879	334 Added 7.27%	4,926 $288,000
Q4 2023 Feb 07, 2024	SELL	$56.15 - $59.51 $32,567 - $34,515	-580 Reduced 11.21%	4,592 $272,000
Q2 2023 Aug 02, 2023	SELL	$58.61 - $60.65 $103,681 - $107,289	-1,769 Reduced 25.49%	5,172 $303,000
Q1 2023 Apr 24, 2023	SELL	$57.72 - $60.39 $68,282 - $71,441	-1,183 Reduced 14.56%	6,941 $416,000
Q4 2022 Feb 07, 2023	SELL	$57.14 - $59.67 $188,390 - $196,731	-3,297 Reduced 28.87%	8,124 $475,000
Q3 2022 Oct 24, 2022	SELL	$57.73 - $62.32 $80,533 - $86,936	-1,395 Reduced 10.88%	11,421 $666,000
Q2 2022 Jul 15, 2022	SELL	$59.34 - $62.5 $625,740 - $659,062	-10,545 Reduced 45.14%	12,816 $784,000
Q1 2022 Apr 27, 2022	SELL	$62.43 - $66.15 $519,480 - $550,434	-8,321 Reduced 26.26%	23,361 $1.47 Million
Q4 2021 Feb 07, 2022	SELL	$66.4 - $67.68 $1.19 Million - $1.21 Million	-17,880 Reduced 36.08%	31,682 $2.11 Million
Q3 2021 Nov 03, 2021	SELL	$67.44 - $68.68 $131,710 - $134,132	-1,953 Reduced 3.79%	49,562 $3.35 Million
Q2 2021 Aug 12, 2021	SELL	$67.21 - $68.13 $988,121 - $1 Million	-14,702 Reduced 22.2%	51,515 $3.49 Million
Q1 2021 Apr 30, 2021	SELL	$67.23 - $69.45 $358,739 - $370,585	-5,336 Reduced 7.46%	66,217 $4.45 Million
Q4 2020 Feb 16, 2021	BUY	$69.32 - $70.41 $4.96 Million - $5.04 Million	71,553 New	71,553 $4.97 Million

Others Institutions Holding VGIT

# of Institutions

754

Shares Held

386M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Mc Kinley Carter Wealth Services, Inc. Vanguard Intermediate Term Tre Transaction History