Dynamic Wealth Strategies, LLC Vanguard Intermediate Term Tre Transaction History

Dynamic Wealth Strategies, LLC

$112 Million
Q4 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 65,547 shares of VGIT stock, worth $3.82 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

65,547

Previous 122,916 46.67%

Holding current value

$3.82 Million

Previous $7.43 Million 48.82%

% of portfolio

3.39%

Previous 6.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$57.78 - $60.4 $3.31 Million - $3.47 Million	-57,369 Reduced 46.67%	65,547 $3.8 Million
Q3 2024 Nov 13, 2024	BUY	$57.8 - $60.8 $270,446 - $284,483	4,679 Added 3.96%	122,916 $7.43 Million
Q2 2024 Aug 15, 2024	SELL	$57.14 - $58.53 $128,279 - $131,399	-2,245 Reduced 1.86%	118,237 $6.89 Million
Q1 2024 May 15, 2024	BUY	$58.07 - $59.52 $209,342 - $214,569	3,605 Added 3.08%	120,482 $7.05 Million
Q4 2023 Feb 13, 2024	BUY	$56.15 - $59.51 $6.56 Million - $6.96 Million	116,877 New	116,877 $6.93 Billion

Others Institutions Holding VGIT

# of Institutions

848

Shares Held

401M

Call Options Held

21.2K

Put Options Held

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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Dynamic Wealth Strategies, LLC Vanguard Intermediate Term Tre Transaction History