Bwm Planning, LLC Vanguard Intermediate Term Tre Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Bwm Planning, LLC holds 4,876 shares of VGIT stock, worth $281,735. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,876

Holding current value

$281,735

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$57.8 - $60.8 $281,832 - $296,460	4,876 New	4,876 $295 Million

Others Institutions Holding VGIT

# of Institutions

754

Shares Held

386M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.14 Billion
0.35% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.94 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.24 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$912 Million
3.23% of portfolio

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About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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