Brio Consultants, LLC Vanguard Intermediate Term Tre Transaction History

Brio Consultants, LLC

$591 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	N/A	-5,544 Closed	0 $0
Q1 2022 May 04, 2022	SELL	N/A	-19,411 Reduced 77.78%	5,544 $349,000
Q4 2021 Jan 19, 2022	BUY	N/A	24,955 New	24,955 $1.66 Million

Others Institutions Holding VGIT

# of Institutions

694

Shares Held

333M

Call Options Held

19.2K

Put Options Held

17.5K

Jpmorgan Chase & CO New York, NY

69.1M
Shares

$4 Billion
0.37% of portfolio
Bank Of America Corp Charlotte, NC

48.6M
Shares

$2.82 Billion
0.27% of portfolio
Morgan Stanley New York, NY

18M
Shares

$1.04 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.3M
Shares

$827 Million
3.13% of portfolio
Personal Capital Advisors Corp

11.1M
Shares

$641 Million
3.14% of portfolio

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