Provence Wealth Management Group Vanguard Intermediate Term Tre Transaction History

Provence Wealth Management Group

  • $186 Million
  • Q4 2023

A detailed history of Provence Wealth Management Group transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Provence Wealth Management Group holds 36,475 shares of VGIT stock, worth $2.16 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
36,475
Previous 26,070 39.91%
Holding current value
$2.16 Million
Previous $1.49 Million 45.27%
% of portfolio
1.17%
Previous 0.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$56.15 - $59.51 $584,240 - $619,201
10,405 Added 39.91%
36,475 $2.16 Million
Q3 2023

Nov 13, 2023
BUY
$56.93 - $59.05 $114,144 - $118,395
2,005 Added 8.33%
26,070 $1.49 Million
Q2 2023

Jul 24, 2023
BUY
$58.61 - $60.65 $355,235 - $367,599
6,061 Added 33.66%
24,065 $1.41 Million
Q1 2023

Apr 26, 2023
BUY
$57.72 - $60.39 $553,592 - $579,200
9,591 Added 114.0%
18,004 $1.08 Million
Q4 2022

Feb 02, 2023
BUY
$57.14 - $59.67 $480,718 - $502,003
8,413 New
8,413 $491,000

Others Institutions Holding VGIT

# of Institutions
878
Shares Held
399M
Call Options Held
8.8K
Put Options Held
13.9K
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 Provence Wealth Management Group Portfolio

Follow Provence Wealth Management Group 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 Provence Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Provence Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email