Capital Planning Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Capital Planning Advisors, LLC
- $704 Million
- Q3 2025
A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 4,710 shares of VGIT stock, worth $282,600. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,710
Previous 4,710
-0.0%
Holding current value
$282,600
Previous $281,000
0.36%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VGIT
# of Institutions
914Shares Held
427MCall Options Held
4KPut Options Held
5.4K-
Jpmorgan Chase & CO New York, NY71.8MShares$4.31 Billion0.28% of portfolio
-
Bank Of America Corp Charlotte, NC49.8MShares$2.99 Billion0.21% of portfolio
-
Employees Retirement System Of Texas23.9MShares$1.43 Billion11.45% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO20.4MShares$1.23 Billion3.42% of portfolio
-
Morgan Stanley New York, NY19.8MShares$1.19 Billion0.07% of portfolio