Aries Wealth Management Vanguard Intermediate Term Tre Transaction History

Aries Wealth Management

$309 Million
Q1 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 12,358 shares of VGIT stock, worth $722,201. This represents 0.23% of its overall portfolio holdings.

Number of Shares

12,358

Previous 6,647 85.92%

Holding current value

$722,201

Previous $394,000 83.5%

% of portfolio

0.23%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$57.26 - $59.67 $139,714 - $145,594	-2,440 Reduced 35.43%	4,446 $0

Q3 2022 Nov 02, 2022	SELL	N/A	-2,473 Reduced 26.42%	6,886 $398,000
Q2 2022 Jul 27, 2022	BUY	N/A	9,359 New	9,359 $572,000
Q1 2022 Apr 25, 2022	SELL	N/A	-9,359 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	N/A	-56,154 Reduced 85.71%	9,359 $622,000
Q4 2021 Jan 18, 2022	BUY	N/A	60,388 Added 1178.3%	65,513 $4.36 Million
Q3 2021 Oct 13, 2021	BUY	N/A	1,040 Added 25.46%	5,125 $346,000
Q1 2020 Apr 09, 2020	BUY	N/A	157 Added 4.0%	4,085 $288,000
Q4 2019 Jan 13, 2020	BUY	N/A	3,928 New	3,928 $260,000

Others Institutions Holding VGIT

# of Institutions

695

Shares Held

333M

Call Options Held

19.2K

Put Options Held

17.5K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Aries Wealth Management Vanguard Intermediate Term Tre Transaction History