Concord Wealth Partners Vanguard Intermediate Term Tre Transaction History

Concord Wealth Partners

  • $548 Million
  • Q1 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Concord Wealth Partners holds 52,581 shares of VGIT stock, worth $3.06 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
52,581
Previous 73,384 28.35%
Holding current value
$3.06 Million
Previous $4.35 Million 29.29%
% of portfolio
0.56%
Previous 0.88%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$57.26 - $59.67 $10.4 Million - $10.8 Million
-180,954 Reduced 49.68%
183,277 $10.7 Million
Q3 2022

Nov 10, 2022
BUY
N/A
6,267 Added 1.75%
364,231 $21.2 Million
Q2 2022

Aug 04, 2022
BUY
N/A
7,782 Added 2.22%
357,964 $21.9 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-284,770 Reduced 44.85%
350,182 $22 Million
Q4 2021

Jan 21, 2022
BUY
N/A
53,631 Added 9.23%
634,952 $42.2 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-177,588 Reduced 23.4%
581,321 $39.3 Million
Q2 2021

Jul 29, 2021
BUY
N/A
139,890 Added 22.6%
758,909 $51.5 Million
Q1 2021

May 13, 2021
BUY
N/A
615,648 Added 18263.07%
619,019 $41.6 Million
Q4 2020

Feb 16, 2021
BUY
N/A
3,371 New
3,371 $234,000

Others Institutions Holding VGIT

# of Institutions
691
Shares Held
333M
Call Options Held
19.2K
Put Options Held
17.5K
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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