Core Wealth Partners LLC Vanguard Intermediate Term Tre Transaction History

Core Wealth Partners LLC

  • $197 Billion
  • Q2 2025

A detailed history of Core Wealth Partners LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Core Wealth Partners LLC holds 13,977 shares of VGIT stock, worth $841,415. This represents 0.42% of its overall portfolio holdings.

Number of Shares
13,977
Previous 15,478 9.7%
Holding current value
$841,415
Previous $919 Million 9.08%
% of portfolio
0.42%
Previous 0.53%

Shares

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

Aug 11, 2025
SELL
$58.63 - $59.9 $88,003 - $89,909
-1,501 Reduced 9.7%
13,977 $836 Million
Q1 2025

May 12, 2025
BUY
$57.44 - $59.4 $553,549 - $572,437
9,637 Added 164.99%
15,478 $919 Million
Q4 2024

Feb 11, 2025
BUY
$57.78 - $60.4 $1,906 - $1,993
33 Added 0.57%
5,841 $339 Million
Q3 2024

Nov 04, 2024
BUY
$57.8 - $60.8 $1,387 - $1,459
24 Added 0.41%
5,808 $351 Million
Q2 2024

Aug 13, 2024
BUY
$57.14 - $58.53 $100,166 - $102,603
1,753 Added 43.49%
5,784 $337 Million
Q1 2024

Apr 19, 2024
SELL
$58.07 - $59.52 $15,620 - $16,010
-269 Reduced 6.26%
4,031 $236 Million
Q4 2023

Feb 07, 2024
SELL
$56.15 - $59.51 $160,195 - $169,782
-2,853 Reduced 39.89%
4,300 $255 Million
Q3 2023

Nov 13, 2023
SELL
$56.93 - $59.05 $932,741 - $967,475
-16,384 Reduced 69.61%
7,153 $409 Million
Q2 2023

Aug 11, 2023
BUY
$58.61 - $60.65 $1.38 Million - $1.43 Million
23,537 New
23,537 $1.38 Billion

Others Institutions Holding VGIT

# of Institutions
894
Shares Held
420M
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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