Beverly Hills Private Wealth, LLC Vanguard Intermediate Term Tre Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 141,662 shares of VGIT stock, worth $8.35 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

141,662

Previous 114,563 23.65%

Holding current value

$8.35 Million

Previous $6.92 Billion 18.7%

% of portfolio

1.66%

Previous 1.4%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$57.78 - $60.4 $1.57 Million - $1.64 Million	27,099 Added 23.65%	141,662 $8.22 Billion
Q3 2024 Nov 12, 2024	BUY	$57.8 - $60.8 $3.48 Million - $3.67 Million	60,284 Added 111.06%	114,563 $6.92 Billion
Q2 2024 Aug 07, 2024	BUY	$57.14 - $58.53 $2.54 Million - $2.6 Million	44,432 Added 451.22%	54,279 $3.16 Billion
Q1 2024 May 08, 2024	BUY	$58.07 - $59.52 $571,815 - $586,093	9,847 New	9,847 $577 Million

Others Institutions Holding VGIT

# of Institutions

852

Shares Held

404M

Call Options Held

19.7K

Put Options Held

8.6K

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About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Beverly Hills Private Wealth, LLC Vanguard Intermediate Term Tre Transaction History