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

Badgley Phelps Wealth Managers, LLC

$4.07 Billion
Q1 2025

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 1,099,429 shares of VGIT stock, worth $65.6 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

1,099,429

Previous 690,136 59.31%

Holding current value

$65.6 Million

Previous $40 Million 63.15%

% of portfolio

1.61%

Previous 0.95%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$57.44 - $59.4 $23.5 Million - $24.3 Million	409,293 Added 59.31%	1,099,429 $65.3 Million
Q4 2024 Feb 10, 2025	SELL	$57.78 - $60.4 $790,777 - $826,634	-13,686 Reduced 1.94%	690,136 $40 Million
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

878

Shares Held

399M

Call Options Held

8.8K

Put Options Held

13.9K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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