Caldwell Trust CO Vanguard Intermediate Term Tre Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

A detailed history of Caldwell Trust CO transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Caldwell Trust CO holds 6,749 shares of VGIT stock, worth $404,805. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,749

Holding current value

$404,805

% of portfolio

0.04%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 22, 2025	BUY	$58.63 - $59.9 $395,693 - $404,265	6,749 New	6,749 $404 Million
Q1 2025 Sep 23, 2025	SELL	$57.44 - $59.4 $19,472 - $20,136	-339 Reduced 5.02%	6,410 $381 Million
Q4 2024 Sep 24, 2025	SELL	$57.78 - $60.4 $19,587 - $20,475	-339 Reduced 5.02%	6,410 $372 Million

Others Institutions Holding VGIT

# of Institutions

894

Shares Held

420M

Call Options Held

10.7K

Put Options Held

9.4K

Jpmorgan Chase & CO New York, NY

77.5M
Shares

$4.65 Billion
0.36% of portfolio
Bank Of America Corp Charlotte, NC

46.1M
Shares

$2.77 Billion
0.21% of portfolio
Employees Retirement System Of Texas

23.9M
Shares

$1.43 Billion
11.62% of portfolio
Morgan Stanley New York, NY

19.1M
Shares

$1.15 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

19.1M
Shares

$1.14 Billion
3.44% of portfolio

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
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