Certus Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Certus Wealth Management, LLC

$142 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$58.61 - $60.65 $210,468 - $217,794	3,591 New	3,591 $211 Million

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

385M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.12 Billion
0.35% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.93 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.24 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.2 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$908 Million
3.23% of portfolio

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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