Facet Wealth, Inc. Vanguard Intermediate Term Tre Transaction History

Facet Wealth, Inc.

$3.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$57.14 - $58.53 $344,897 - $353,287	6,036 New	6,036 $351,000
Q4 2023 Feb 07, 2024	BUY	$56.15 - $59.51 $309,386 - $327,900	5,510 New	5,510 $326,000

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

385M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.12 Billion
0.35% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.93 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.24 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.2 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$908 Million
3.23% of portfolio

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