Modern Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Modern Wealth Management, LLC holds 202,994 shares of VGIT stock, worth $12.2 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
202,994
Previous 272,066 25.39%
Holding current value
$12.2 Million
Previous $16.2 Million 24.87%
% of portfolio
0.32%
Previous 0.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$58.63 - $59.9 $4.05 Million - $4.14 Million
-69,072 Reduced 25.39%
202,994 $12.1 Million
Q1 2025

May 15, 2025
BUY
$57.44 - $59.4 $15.3 Million - $15.8 Million
265,910 Added 4319.53%
272,066 $16.2 Billion
Q4 2024

May 30, 2025
SELL
$57.78 - $60.4 $15.3 Million - $16 Million
-265,223 Reduced 97.48%
6,843 $396,000
Q4 2024

May 29, 2025
SELL
$57.78 - $60.4 $15.3 Million - $16 Million
-265,223 Reduced 97.48%
6,843 $396,000
Q4 2024

Feb 11, 2025
BUY
$57.78 - $60.4 $355,693 - $371,822
6,156 New
6,156 $358 Million

Others Institutions Holding VGIT

# of Institutions
894
Shares Held
420M
Call Options Held
10.7K
Put Options Held
9.4K
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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