Compass Ion Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Compass Ion Advisors, LLC

  • $851 Million
  • Q2 2025

A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 23,161 shares of VGIT stock, worth $1.4 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
23,161
Previous 14,381 61.05%
Holding current value
$1.4 Million
Previous $854,000 62.18%
% of portfolio
0.16%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$58.63 - $59.9 $514,771 - $525,922
8,780 Added 61.05%
23,161 $1.39 Million
Q3 2024

Oct 18, 2024
BUY
$57.8 - $60.8 $497,600 - $523,427
8,609 Added 149.15%
14,381 $868,000
Q4 2023

Jan 23, 2024
SELL
$56.15 - $59.51 $10,275 - $10,890
-183 Reduced 3.07%
5,772 $342,000
Q3 2023

Nov 02, 2023
BUY
$56.93 - $59.05 $339,018 - $351,642
5,955 New
5,955 $340,000

Others Institutions Holding VGIT

# of Institutions
897
Shares Held
419M
Call Options Held
10.7K
Put Options Held
9.4K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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