Waterway Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History
Waterway Wealth Management, LLC
- $227 Billion
- Q1 2024
A detailed history of Waterway Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 341,925 shares of VGIT stock, worth $19.9 Million. This represents 8.8% of its overall portfolio holdings.
Number of Shares
341,925
Previous 382,781
10.67%
Holding current value
$19.9 Million
Previous $22.7 Billion
11.83%
% of portfolio
8.8%
Previous 9.47%
Shares
2 transactions
Others Institutions Holding VGIT
# of Institutions
695Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.02 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.83 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$831 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$644 Million3.14% of portfolio