Kestra Private Wealth Services, LLC Vanguard Intermediate Term Tre Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 29,548 shares of VGIT stock, worth $1.73 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,548
Previous 75,337 60.78%
Holding current value
$1.73 Million
Previous $4.55 Million 62.36%
% of portfolio
0.03%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$57.78 - $60.4 $2.65 Million - $2.77 Million
-45,789 Reduced 60.78%
29,548 $1.71 Million
Q3 2024

Nov 13, 2024
SELL
$57.8 - $60.8 $573,838 - $603,622
-9,928 Reduced 11.64%
75,337 $4.55 Million
Q2 2024

Aug 12, 2024
BUY
$57.14 - $58.53 $1.41 Million - $1.44 Million
24,620 Added 40.6%
85,265 $4.96 Million
Q1 2024

May 02, 2024
BUY
$58.07 - $59.52 $2.16 Million - $2.21 Million
37,213 Added 158.81%
60,645 $3.55 Million
Q4 2023

Feb 05, 2024
BUY
$56.15 - $59.51 $133,805 - $141,812
2,383 Added 11.32%
23,432 $1.39 Million
Q3 2023

Nov 07, 2023
BUY
$56.93 - $59.05 $48,219 - $50,015
847 Added 4.19%
21,049 $1.2 Million
Q2 2023

Aug 08, 2023
BUY
$58.61 - $60.65 $231,978 - $240,052
3,958 Added 24.37%
20,202 $1.19 Million
Q1 2023

May 12, 2023
BUY
$57.72 - $60.39 $937,603 - $980,975
16,244 New
16,244 $973,000
Q2 2022

Aug 12, 2022
SELL
$59.34 - $62.5 $21,599 - $22,750
-364 Reduced 6.43%
5,295 $324,000
Q1 2022

May 26, 2022
SELL
$62.43 - $66.15 $265,577 - $281,402
-4,254 Reduced 42.91%
5,659 $0
Q4 2021

Jan 21, 2022
SELL
$66.4 - $67.68 $41,632 - $42,435
-627 Reduced 5.95%
9,913 $0
Q3 2021

Oct 21, 2021
SELL
$67.44 - $68.68 $40,666 - $41,414
-603 Reduced 5.41%
10,540 $0
Q2 2021

Jul 30, 2021
SELL
$67.21 - $68.13 $33,806 - $34,269
-503 Reduced 4.32%
11,143 $0
Q1 2021

May 11, 2021
SELL
$67.23 - $69.45 $47,195 - $48,753
-702 Reduced 5.69%
11,646 $0
Q4 2020

Jan 21, 2021
SELL
$69.32 - $70.41 $635,941 - $645,941
-9,174 Reduced 42.63%
12,348 $857 Million
Q3 2020

Nov 09, 2020
BUY
$70.34 - $70.85 $1.51 Million - $1.52 Million
21,522 New
21,522 $0

Others Institutions Holding VGIT

# of Institutions
852
Shares Held
404M
Call Options Held
19.7K
Put Options Held
8.6K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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