W.G. Shaheen & Associates Dba Whitney & CO Vanguard Intermediate Term Tre Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	N/A	-390 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	390 New	390 $24,000

Others Institutions Holding VGIT

# of Institutions

719

Shares Held

367M

Call Options Held

25.2K

Put Options Held

14.3K

Jpmorgan Chase & CO New York, NY

71.4M
Shares

$4.17 Billion
0.37% of portfolio
Bank Of America Corp Charlotte, NC

49.3M
Shares

$2.88 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.26 Billion
11.73% of portfolio
Morgan Stanley New York, NY

19.3M
Shares

$1.13 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.1M
Shares

$885 Million
3.28% of portfolio

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About VANGUARD INTERMEDIATE-TERM TRE

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