Evergreen Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Evergreen Advisors, LLC

$366 Million
Q4 2024

A detailed history of Evergreen Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Evergreen Advisors, LLC holds 551,001 shares of VGIT stock, worth $32.1 Million. This represents 8.74% of its overall portfolio holdings.

Number of Shares

551,001

Previous 465,821 18.29%

Holding current value

$32.1 Million

Previous $28.1 Million 13.55%

% of portfolio

8.74%

Previous 7.77%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$57.78 - $60.4 $4.92 Million - $5.14 Million	85,180 Added 18.29%	551,001 $32 Million
Q3 2024 Nov 08, 2024	BUY	$57.8 - $60.8 $949,943 - $999,248	16,435 Added 3.66%	465,821 $28.1 Million
Q2 2024 Aug 08, 2024	BUY	$57.14 - $58.53 $715,221 - $732,620	12,517 Added 2.87%	449,386 $26.2 Million
Q1 2024 May 03, 2024	BUY	$58.07 - $59.52 $2.06 Million - $2.11 Million	35,503 Added 8.85%	436,869 $25.6 Million
Q4 2023 Feb 07, 2024	SELL	$56.15 - $59.51 $122,743 - $130,088	-2,186 Reduced 0.54%	401,366 $23.8 Million
Q3 2023 Nov 03, 2023	BUY	$56.93 - $59.05 $109,476 - $113,553	1,923 Added 0.48%	403,552 $23.1 Million
Q2 2023 Jul 31, 2023	BUY	$58.61 - $60.65 $724,829 - $750,058	12,367 Added 3.18%	401,629 $23.6 Million
Q1 2023 May 05, 2023	BUY	$57.72 - $60.39 $425,280 - $444,953	7,368 Added 1.93%	389,262 $23.3 Million
Q4 2022 Feb 02, 2023	BUY	$57.14 - $59.67 $21.8 Million - $22.8 Million	381,894 New	381,894 $22.3 Million

Others Institutions Holding VGIT

# of Institutions

848

Shares Held

401M

Call Options Held

21.2K

Put Options Held

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Evergreen Advisors, LLC Vanguard Intermediate Term Tre Transaction History