Concord Wealth Partners Vanguard Intermediate Term Tre Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Concord Wealth Partners holds 8,668 shares of VGIT stock, worth $520,080. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,668
Previous 10,192 14.95%
Holding current value
$520,080
Previous $609,000 14.61%
% of portfolio
0.07%
Previous 0.09%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$58.97 - $60.36 $89,870 - $91,988
-1,524 Reduced 14.95%
8,668 $520,000
Q2 2025

Jul 25, 2025
SELL
$58.63 - $59.9 $27,438 - $28,033
-468 Reduced 4.39%
10,192 $609,000
Q1 2025

May 02, 2025
SELL
$57.44 - $59.4 $220,052 - $227,561
-3,831 Reduced 26.44%
10,660 $633,000
Q4 2024

Jan 23, 2025
SELL
$57.78 - $60.4 $615,241 - $643,139
-10,648 Reduced 42.36%
14,491 $840,000
Q3 2024

Oct 24, 2024
SELL
$57.8 - $60.8 $753,480 - $792,588
-13,036 Reduced 34.15%
25,139 $1.52 Million
Q2 2024

Jul 31, 2024
SELL
$57.14 - $58.53 $823,158 - $843,183
-14,406 Reduced 27.4%
38,175 $2.22 Million
Q1 2024

Apr 30, 2024
SELL
$58.07 - $59.52 $1.21 Million - $1.24 Million
-20,803 Reduced 28.35%
52,581 $3.08 Million
Q4 2023

Apr 30, 2024
SELL
$56.15 - $59.51 $1.71 Million - $1.82 Million
-30,509 Reduced 29.37%
73,384 $4.35 Million
Q4 2023

Feb 05, 2024
SELL
$56.15 - $59.51 $1.71 Million - $1.82 Million
-30,509 Reduced 29.37%
73,384 $4.35 Million
Q3 2023

Apr 30, 2024
BUY
$56.93 - $59.05 $1.74 Million - $1.8 Million
30,509 Added 41.57%
103,893 $5.94 Million
Q3 2023

Oct 25, 2023
SELL
$56.93 - $59.05 $4.07 Million - $4.22 Million
-71,405 Reduced 40.73%
103,893 $5.94 Million
Q2 2023

Aug 07, 2023
BUY
$58.61 - $60.65 $2.66 Million - $2.76 Million
45,430 Added 34.98%
175,298 $10.3 Million
Q1 2023

Apr 26, 2023
SELL
$57.72 - $60.39 $3.08 Million - $3.23 Million
-53,409 Reduced 29.14%
129,868 $7.79 Million
Q4 2022

Jan 27, 2023
SELL
$57.14 - $59.67 $10.3 Million - $10.8 Million
-180,954 Reduced 49.68%
183,277 $10.7 Million
Q3 2022

Nov 10, 2022
BUY
$57.73 - $62.32 $361,793 - $390,559
6,267 Added 1.75%
364,231 $21.2 Million
Q2 2022

Aug 04, 2022
BUY
$59.34 - $62.5 $461,783 - $486,375
7,782 Added 2.22%
357,964 $21.9 Million
Q1 2022

Apr 20, 2022
SELL
$62.43 - $66.15 $17.8 Million - $18.8 Million
-284,770 Reduced 44.85%
350,182 $22 Million
Q4 2021

Jan 21, 2022
BUY
$66.4 - $67.68 $3.56 Million - $3.63 Million
53,631 Added 9.23%
634,952 $42.2 Million
Q3 2021

Nov 09, 2021
SELL
$67.44 - $68.68 $12 Million - $12.2 Million
-177,588 Reduced 23.4%
581,321 $39.3 Million
Q2 2021

Jul 29, 2021
BUY
$67.21 - $68.13 $9.4 Million - $9.53 Million
139,890 Added 22.6%
758,909 $51.5 Million
Q1 2021

May 13, 2021
BUY
$67.23 - $69.45 $41.4 Million - $42.8 Million
615,648 Added 18263.07%
619,019 $41.6 Million
Q4 2020

Feb 16, 2021
BUY
$69.32 - $70.41 $233,677 - $237,352
3,371 New
3,371 $234,000

Others Institutions Holding VGIT

# of Institutions
915
Shares Held
428M
Call Options Held
4K
Put Options Held
5.4K
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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