Aries Wealth Management Vanguard Intermediate Term Tre Transaction History

Aries Wealth Management

$359 Million
Q3 2024

A detailed history of Aries Wealth Management transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Aries Wealth Management holds 14,807 shares of VGIT stock, worth $863,100. This represents 0.25% of its overall portfolio holdings.

Number of Shares

14,807

Previous 14,352 3.17%

Holding current value

$863,100

Previous $835,000 7.07%

% of portfolio

0.25%

Previous 0.26%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$57.8 - $60.8 $26,299 - $27,664	455 Added 3.17%	14,807 $894,000
Q2 2024 Jul 25, 2024	BUY	$57.14 - $58.53 $113,937 - $116,708	1,994 Added 16.14%	14,352 $835,000
Q1 2024 May 02, 2024	BUY	$58.07 - $59.52 $331,637 - $339,918	5,711 Added 85.92%	12,358 $723,000
Q4 2023 Jan 10, 2024	BUY	$56.15 - $59.51 $57,104 - $60,521	1,017 Added 18.06%	6,647 $394,000
Q3 2023 Oct 19, 2023	BUY	$56.93 - $59.05 $3,415 - $3,543	60 Added 1.08%	5,630 $321,000
Q2 2023 Jul 13, 2023	BUY	$58.61 - $60.65 $65,877 - $68,170	1,124 Added 25.28%	5,570 $326,000
Q4 2022 Jan 18, 2023	SELL	$57.14 - $59.67 $139,421 - $145,594	-2,440 Reduced 35.43%	4,446 $0
Q3 2022 Nov 02, 2022	SELL	$57.73 - $62.32 $142,766 - $154,117	-2,473 Reduced 26.42%	6,886 $398,000
Q2 2022 Jul 27, 2022	BUY	$59.34 - $62.5 $555,363 - $584,937	9,359 New	9,359 $572,000
Q1 2022 Apr 25, 2022	SELL	$62.43 - $66.15 $584,282 - $619,097	-9,359 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$66.4 - $67.68 $3.73 Million - $3.8 Million	-56,154 Reduced 85.71%	9,359 $622,000
Q4 2021 Jan 18, 2022	BUY	$66.4 - $67.68 $4.01 Million - $4.09 Million	60,388 Added 1178.3%	65,513 $4.36 Million
Q3 2021 Oct 13, 2021	BUY	$67.44 - $68.68 $70,137 - $71,427	1,040 Added 25.46%	5,125 $346,000
Q1 2020 Apr 09, 2020	BUY	$66.04 - $70.55 $10,368 - $11,076	157 Added 4.0%	4,085 $288,000
Q4 2019 Jan 13, 2020	BUY	$65.75 - $67.26 $258,266 - $264,197	3,928 New	3,928 $260,000

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Aries Wealth Management Vanguard Intermediate Term Tre Transaction History