Family Wealth Partners, LLC Vanguard Intermediate Term Tre Transaction History

Family Wealth Partners, LLC

$219 Billion
Q1 2025

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Family Wealth Partners, LLC holds 236,874 shares of VGIT stock, worth $14 Million. This represents 6.42% of its overall portfolio holdings.

Number of Shares

236,874

Previous 217,407 8.95%

Holding current value

$14 Million

Previous $12.6 Billion 11.58%

% of portfolio

6.42%

Previous 5.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$57.44 - $59.4 $1.12 Million - $1.16 Million	19,467 Added 8.95%	236,874 $14.1 Billion
Q4 2024 Jan 14, 2025	BUY	$57.78 - $60.4 $2.14 Million - $2.23 Million	36,974 Added 20.49%	217,407 $12.6 Billion
Q3 2024 Oct 09, 2024	SELL	$57.8 - $60.8 $66,123 - $69,555	-1,144 Reduced 0.63%	180,433 $10.9 Billion
Q2 2024 Jul 10, 2024	BUY	$57.14 - $58.53 $1.38 Million - $1.41 Million	24,087 Added 15.29%	181,577 $10.6 Billion
Q1 2024 Apr 16, 2024	BUY	$58.07 - $59.52 $3.64 Million - $3.73 Million	62,741 Added 66.22%	157,490 $9.22 Billion
Q4 2023 Mar 20, 2024	BUY	$56.15 - $59.51 $5.32 Million - $5.64 Million	94,749 New	94,749 $5.62 Billion

Others Institutions Holding VGIT

# of Institutions

877

Shares Held

398M

Call Options Held

8.8K

Put Options Held

13.9K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Family Wealth Partners, LLC Vanguard Intermediate Term Tre Transaction History