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

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 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 3,957 shares of VGIT stock, worth $233,621. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,957
Previous 4,263 7.18%
Holding current value
$233,621
Previous $257,000 10.89%
% of portfolio
0.01%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$57.78 - $60.4 $17,680 - $18,482
-306 Reduced 7.18%
3,957 $229,000
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
856
Shares Held
404M
Call Options Held
19.7K
Put Options Held
8.6K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email