Dopkins Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Dopkins Wealth Management, LLC

$190 Million
Q1 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 65,638 shares of VGIT stock, worth $3.93 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

65,638

Previous 58,790 11.65%

Holding current value

$3.93 Million

Previous $3.41 Million 14.34%

% of portfolio

2.06%

Previous 1.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$57.44 - $59.4 $393,349 - $406,771	6,848 Added 11.65%	65,638 $3.9 Million
Q4 2024 Feb 10, 2025	BUY	$57.78 - $60.4 $2.75 Million - $2.87 Million	47,575 Added 424.21%	58,790 $3.41 Million
Q3 2024 Nov 06, 2024	SELL	$57.8 - $60.8 $471,648 - $496,128	-8,160 Reduced 42.12%	11,215 $677,000
Q2 2024 Jul 30, 2024	BUY	$57.14 - $58.53 $143,878 - $147,378	2,518 Added 14.94%	19,375 $1.13 Million
Q1 2024 May 03, 2024	BUY	$58.07 - $59.52 $978,885 - $1 Million	16,857 New	16,857 $986,000
Q3 2023 Nov 13, 2023	BUY	$56.93 - $59.05 $678,719 - $703,994	11,922 New	11,922 $681,000

Others Institutions Holding VGIT

# of Institutions

862

Shares Held

405M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.

Account

Dopkins Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History