Michael A. Dubis Financial Planning, LLC Vanguard Intermediate Term Tre Transaction History

Michael A. Dubis Financial Planning, LLC

  • $101 Million
  • Q1 2025

A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 224,500 shares of VGIT stock, worth $13.5 Million. This represents 13.15% of its overall portfolio holdings.

Number of Shares
224,500
Previous 215,559 4.15%
Holding current value
$13.5 Million
Previous $12.5 Million 6.48%
% of portfolio
13.15%
Previous 12.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$57.44 - $59.4 $513,571 - $531,095
8,941 Added 4.15%
224,500 $13.3 Million
Q4 2024

Feb 12, 2025
BUY
$57.78 - $60.4 $12.5 Million - $13 Million
215,559 New
215,559 $12.5 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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