Dakota Wealth Management Vanguard Intermediate Term Tre Transaction History

Dakota Wealth Management

$4.67 Billion
Q2 2025

A detailed history of Dakota Wealth Management transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Dakota Wealth Management holds 252,094 shares of VGIT stock, worth $15.1 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

252,094

Previous 196,944 28.0%

Holding current value

$15.1 Million

Previous $11.7 Million 28.89%

% of portfolio

0.32%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$58.63 - $59.9 $3.23 Million - $3.3 Million	55,150 Added 28.0%	252,094 $15.1 Million
Q1 2025 May 01, 2025	BUY	$57.44 - $59.4 $877,568 - $907,513	15,278 Added 8.41%	196,944 $11.7 Million
Q4 2024 Jan 17, 2025	BUY	$57.78 - $60.4 $9.57 Million - $10 Million	165,662 Added 1035.13%	181,666 $10.5 Million
Q3 2024 Oct 23, 2024	SELL	$57.8 - $60.8 $97,682 - $102,752	-1,690 Reduced 9.55%	16,004 $966,000
Q2 2024 Jul 19, 2024	SELL	$57.14 - $58.53 $151,763 - $155,455	-2,656 Reduced 13.05%	17,694 $1.03 Million
Q1 2024 Apr 24, 2024	SELL	$58.07 - $59.52 $79,672 - $81,661	-1,372 Reduced 6.32%	20,350 $1.19 Million
Q4 2023 Jan 30, 2024	SELL	$56.15 - $59.51 $163,003 - $172,757	-2,903 Reduced 11.79%	21,722 $1.29 Million
Q3 2023 Oct 23, 2023	BUY	$56.93 - $59.05 $1.4 Million - $1.45 Million	24,625 New	24,625 $1.41 Million

Others Institutions Holding VGIT

# of Institutions

894

Shares Held

420M

Call Options Held

10.7K

Put Options Held

9.4K

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About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Dakota Wealth Management Vanguard Intermediate Term Tre Transaction History