Bartlett & Co. Wealth Management LLC Vanguard Intermediate Term Tre Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 12,959 shares of VGIT stock, worth $749,678. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,959
Previous 8,671 49.45%
Holding current value
$749,678
Previous $505 Million 55.07%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$57.8 - $60.8 $247,846 - $260,710
4,288 Added 49.45%
12,959 $783 Million
Q2 2024

Jul 12, 2024
BUY
$57.14 - $58.53 $101,709 - $104,183
1,780 Added 25.83%
8,671 $505 Million
Q1 2024

May 09, 2024
BUY
$58.07 - $59.52 $225,950 - $231,592
3,891 Added 129.7%
6,891 $403 Million
Q4 2023

Feb 14, 2024
BUY
$56.15 - $59.51 $168,450 - $178,530
3,000 New
3,000 $178 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

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

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email