Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 30,415 shares of VGIT stock, worth $1.82 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

30,415

Previous 9,521 219.45%

Holding current value

$1.82 Million

Previous $569 Million 220.61%

% of portfolio

0.11%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$58.97 - $60.36 $1.23 Million - $1.26 Million	20,894 Added 219.45%	30,415 $1.83 Billion
Q2 2025 Jul 23, 2025	BUY	$58.63 - $59.9 $304,817 - $311,420	5,199 Added 120.29%	9,521 $569 Million
Q1 2025 Jul 25, 2025	SELL	$57.44 - $59.4 $298,630 - $308,820	-5,199 Reduced 54.61%	4,322 $257 Million
Q1 2025 Apr 21, 2025	SELL	$57.44 - $59.4 $3.13 Million - $3.24 Million	-54,479 Reduced 92.65%	4,322 $257 Million
Q4 2024 Jan 22, 2025	SELL	$57.78 - $60.4 $58,762 - $61,426	-1,017 Reduced 1.7%	58,801 $3.41 Billion

Q3 2024 Oct 21, 2024	BUY	$57.8 - $60.8 $2.97 Million - $3.12 Million	51,334 Added 605.07%	59,818 $3.61 Billion
Q2 2024 Jul 09, 2024	SELL	$57.14 - $58.53 $228 - $234	-4 Reduced 0.05%	8,484 $494 Million
Q1 2024 Apr 15, 2024	SELL	$58.07 - $59.52 $1,858 - $1,904	-32 Reduced 0.38%	8,488 $497 Million
Q4 2023 Jan 16, 2024	BUY	$56.15 - $59.51 $16,564 - $17,555	295 Added 3.59%	8,520 $505 Million
Q3 2023 Oct 23, 2023	BUY	$56.93 - $59.05 $468,249 - $485,686	8,225 New	8,225 $470 Million

Others Institutions Holding VGIT

# of Institutions

914

Shares Held

427M

Call Options Held

Put Options Held

5.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History