Savvy Advisors, Inc. Vanguard Intermediate Term Tre Transaction History

Savvy Advisors, Inc.

$307 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$58.07 - $59.52 $10,859 - $11,130	-187 Reduced 3.03%	5,981 $350 Million
Q4 2023 Feb 08, 2024	BUY	$56.15 - $59.51 $346,333 - $367,057	6,168 New	6,168 $366 Million

Others Institutions Holding VGIT

# of Institutions

715

Shares Held

368M

Call Options Held

25.2K

Put Options Held

14.3K

Jpmorgan Chase & CO New York, NY

71.4M
Shares

$4.25 Billion
0.37% of portfolio
Bank Of America Corp Charlotte, NC

49.3M
Shares

$2.94 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.28 Billion
11.73% of portfolio
Morgan Stanley New York, NY

19.3M
Shares

$1.15 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.1M
Shares

$903 Million
3.28% of portfolio

About VANGUARD INTERMEDIATE-TERM TRE

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