Texas Capital Bank Wealth Management Services Inc Vanguard Intermediate Term Tre Transaction History

Texas Capital Bank Wealth Management Services Inc

$1.02 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 05, 2021	SELL	$67.44 - $68.68 $373,887 - $380,761	-5,544 Closed	0 $0
Q2 2021 Aug 06, 2021	SELL	$67.21 - $68.13 $12,433 - $12,604	-185 Reduced 3.23%	5,544 $376,000
Q1 2021 May 06, 2021	SELL	$67.23 - $69.45 $6.43 Million - $6.64 Million	-95,652 Reduced 94.35%	5,729 $385,000
Q4 2020 Feb 12, 2021	BUY	$69.32 - $70.41 $262,584 - $266,713	3,788 Added 3.88%	101,381 $7.04 Million
Q3 2020 Nov 06, 2020	BUY	$70.34 - $70.85 $6.86 Million - $6.91 Million	97,593 New	97,593 $6.88 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

$4.15 Billion
0.36% 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

$913 Million
3.23% of portfolio

View Full List

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