Badgley Phelps Wealth Managers, LLC Vanguard Intermediate Term Tre Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 703,822 shares of VGIT stock, worth $41 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
703,822
Previous 689,208 2.12%
Holding current value
$41 Million
Previous $40.1 Million 5.96%
% of portfolio
1.0%
Previous 1.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$57.8 - $60.8 $844,689 - $888,531
14,614 Added 2.12%
703,822 $42.5 Million
Q2 2024

Aug 13, 2024
BUY
$57.14 - $58.53 $476,833 - $488,432
8,345 Added 1.23%
689,208 $40.1 Million
Q1 2024

May 15, 2024
BUY
$58.07 - $59.52 $926,042 - $949,165
15,947 Added 2.4%
680,863 $39.9 Million
Q4 2023

Feb 14, 2024
BUY
$56.15 - $59.51 $88,997 - $94,323
1,585 Added 0.24%
664,916 $39.4 Million
Q3 2023

Nov 02, 2023
BUY
$56.93 - $59.05 $335,431 - $347,922
5,892 Added 0.9%
663,331 $37.9 Million
Q2 2023

Aug 14, 2023
SELL
$58.61 - $60.65 $11.3 Million - $11.7 Million
-192,125 Reduced 22.61%
657,439 $38.6 Million
Q1 2023

Apr 28, 2023
BUY
$57.72 - $60.39 $2.44 Million - $2.56 Million
42,343 Added 5.25%
849,564 $50.9 Million
Q4 2022

Jan 27, 2023
BUY
$57.14 - $59.67 $46.1 Million - $48.2 Million
807,221 New
807,221 $0

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

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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