Falcon Wealth Planning Vanguard Intermediate Term Tre Transaction History

Falcon Wealth Planning

  • $769 Million
  • Q2 2024

A detailed history of Falcon Wealth Planning transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Falcon Wealth Planning holds 3,978 shares of VGIT stock, worth $237,088. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,978
Previous 4,168 4.56%
Holding current value
$237,088
Previous $244,000 5.33%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$57.14 - $58.53 $10,856 - $11,120
-190 Reduced 4.56%
3,978 $231,000
Q1 2024

Apr 15, 2024
BUY
$58.07 - $59.52 $871 - $892
15 Added 0.36%
4,168 $244,000
Q4 2023

Jan 10, 2024
BUY
$56.15 - $59.51 $9,713 - $10,295
173 Added 4.35%
4,153 $246,000
Q2 2023

Jul 13, 2023
BUY
$58.61 - $60.65 $117 - $121
2 Added 0.05%
3,980 $233,000
Q3 2021

Oct 19, 2021
BUY
$67.44 - $68.68 $21,715 - $22,114
322 Added 8.81%
3,978 $269,000
Q2 2021

Aug 10, 2021
BUY
$67.21 - $68.13 $245,719 - $249,083
3,656 New
3,656 $248,000

Others Institutions Holding VGIT

# of Institutions
715
Shares Held
368M
Call Options Held
25.2K
Put Options Held
14.3K
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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