A detailed history of Claris Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Claris Advisors, LLC holds 36,815 shares of VGIT stock, worth $2.14 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
36,815
Previous 22,852 61.1%
Holding current value
$2.14 Million
Previous $1.33 Million 67.22%
% of portfolio
1.14%
Previous 0.81%

Shares

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

Oct 31, 2024

BUY
$57.8 - $60.8 $807,061 - $848,950
13,963 Added 61.1%
36,815 $2.22 Million
Q2 2024

Aug 01, 2024

BUY
$57.14 - $58.53 $585,113 - $599,347
10,240 Added 81.19%
22,852 $1.33 Million
Q1 2024

Apr 25, 2024

BUY
$58.07 - $59.52 $316,307 - $324,205
5,447 Added 76.02%
12,612 $738,000
Q4 2023

Feb 06, 2024

BUY
$56.15 - $59.51 $402,314 - $426,389
7,165 New
7,165 $425,000

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.