Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

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 33,160 shares of VGIT stock, worth $1.99 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
33,160
Previous 30,415 9.03%
Holding current value
$1.99 Million
Previous $1.83 Billion 8.84%
% of portfolio
0.1%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$59.84 - $60.54 $164,260 - $166,182
2,745 Added 9.03%
33,160 $1.99 Billion
Q3 2025

Oct 23, 2025
BUY
$58.97 - $60.36 $1.23 Million - $1.26 Million
20,894 Added 219.45%
30,415 $1.83 Billion
Q2 2025

Jul 23, 2025
BUY
$58.63 - $59.9 $304,817 - $311,420
5,199 Added 120.29%
9,521 $569 Million
Q1 2025

Jul 25, 2025
SELL
$57.44 - $59.4 $298,630 - $308,820
-5,199 Reduced 54.61%
4,322 $257 Million
Q1 2025

Apr 21, 2025
SELL
$57.44 - $59.4 $3.13 Million - $3.24 Million
-54,479 Reduced 92.65%
4,322 $257 Million
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
936
Shares Held
433M
Call Options Held
4K
Put Options Held
5.4K
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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