Annapolis Financial Services, LLC Vanguard Intermediate Term Tre Transaction History

Annapolis Financial Services, LLC

$323 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$67.21 - $68.13 $201 - $204	-3 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$67.23 - $69.45 $201 - $208	3 New	3 $0

Others Institutions Holding VGIT

# of Institutions

877

Shares Held

398M

Call Options Held

8.8K

Put Options Held

13.7K

Jpmorgan Chase & CO New York, NY

77.5M
Shares

$4.56 Billion
0.36% of portfolio
Bank Of America Corp Charlotte, NC

45.6M
Shares

$2.69 Billion
0.22% of portfolio
Morgan Stanley New York, NY

23.9M
Shares

$1.41 Billion
0.1% of portfolio
Employees Retirement System Of Texas

23.9M
Shares

$1.41 Billion
12.86% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

18.2M
Shares

$1.08 Billion
3.56% of portfolio

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