Altium Wealth Management LLC Vanguard Intermediate Term Tre Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Altium Wealth Management LLC holds 335,667 shares of VGIT stock, worth $20.1 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

335,667

Previous 338,166 0.74%

Holding current value

$20.1 Million

Previous $21.3 Million 3.5%

% of portfolio

1.48%

Previous 1.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$59.34 - $62.5 $148,290 - $156,187	-2,499 Reduced 0.74%	335,667 $20.5 Million
Q1 2022 May 16, 2022	BUY	$62.43 - $66.15 $4.13 Million - $4.38 Million	66,156 Added 24.32%	338,166 $21.3 Million
Q4 2021 Jan 31, 2022	BUY	$66.4 - $67.68 $286,715 - $292,242	4,318 Added 1.61%	272,010 $18.1 Million
Q3 2021 Nov 15, 2021	BUY	$67.44 - $68.68 $642,972 - $654,795	9,534 Added 3.69%	267,692 $18.1 Million
Q2 2021 Aug 13, 2021	BUY	$67.21 - $68.13 $7.04 Million - $7.13 Million	104,696 Added 68.22%	258,158 $17.5 Million

Q1 2021 May 06, 2021	BUY	$67.23 - $69.45 $10.3 Million - $10.7 Million	153,462 New	153,462 $10.3 Million

Others Institutions Holding VGIT

# of Institutions

915

Shares Held

427M

Call Options Held

Put Options Held

5.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.

Account

Altium Wealth Management LLC Vanguard Intermediate Term Tre Transaction History