Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 58,801 shares of VGIT stock, worth $3.41 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

58,801

Previous 59,818 1.7%

Holding current value

$3.41 Million

Previous $3.61 Billion 5.64%

% of portfolio

0.26%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$57.78 - $60.4 $58,762 - $61,426	-1,017 Reduced 1.7%	58,801 $3.41 Billion
Q3 2024 Oct 21, 2024	BUY	$57.8 - $60.8 $2.97 Million - $3.12 Million	51,334 Added 605.07%	59,818 $3.61 Billion
Q2 2024 Jul 09, 2024	SELL	$57.14 - $58.53 $228 - $234	-4 Reduced 0.05%	8,484 $494 Million
Q1 2024 Apr 15, 2024	SELL	$58.07 - $59.52 $1,858 - $1,904	-32 Reduced 0.38%	8,488 $497 Million
Q4 2023 Jan 16, 2024	BUY	$56.15 - $59.51 $16,564 - $17,555	295 Added 3.59%	8,520 $505 Million
Q3 2023 Oct 23, 2023	BUY	$56.93 - $59.05 $468,249 - $485,686	8,225 New	8,225 $470 Million

Others Institutions Holding VGIT

# of Institutions

775

Shares Held

389M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History