Ethos Financial Group, LLC Vanguard Intermediate Term Tre Transaction History

Ethos Financial Group, LLC

$528 Million
Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Ethos Financial Group, LLC holds 14,479 shares of VGIT stock, worth $844,849. This represents 0.17% of its overall portfolio holdings.

Number of Shares

14,479

Previous 13,610 6.39%

Holding current value

$844,849

Previous $793,000 10.21%

% of portfolio

0.17%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$57.8 - $60.8 $50,228 - $52,835	869 Added 6.39%	14,479 $874,000
Q2 2024 Aug 12, 2024	BUY	$57.14 - $58.53 $9,313 - $9,540	163 Added 1.21%	13,610 $793,000
Q1 2024 May 08, 2024	SELL	$58.07 - $59.52 $115,907 - $118,801	-1,996 Reduced 12.92%	13,447 $787,000
Q4 2023 Feb 07, 2024	BUY	$56.15 - $59.51 $412,084 - $436,743	7,339 Added 90.56%	15,443 $916,000
Q3 2023 Nov 13, 2023	BUY	$56.93 - $59.05 $63,761 - $66,136	1,120 Added 16.04%	8,104 $463,000
Q1 2023 Apr 20, 2023	BUY	$57.72 - $60.39 $40,634 - $42,514	704 Added 11.21%	6,984 $418,000
Q4 2022 Feb 09, 2023	BUY	$57.14 - $59.67 $358,839 - $374,727	6,280 New	6,280 $367 Million

Others Institutions Holding VGIT

# of Institutions

752

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Account

Ethos Financial Group, LLC Vanguard Intermediate Term Tre Transaction History