A detailed history of First Purpose Wealth LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, First Purpose Wealth LLC holds 63,231 shares of VGIT stock, worth $3.68 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
63,231
Previous 54,715 15.56%
Holding current value
$3.68 Million
Previous $3.25 Million 14.08%
% of portfolio
1.35%
Previous 1.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$58.07 - $59.52 $494,524 - $506,872
8,516 Added 15.56%
63,231 $3.7 Million
Q4 2023

Apr 22, 2024

BUY
$56.15 - $59.51 $239,816 - $254,167
4,271 Added 8.47%
54,715 $3.25 Million
Q3 2023

Oct 30, 2023

BUY
$56.93 - $59.05 $237,796 - $246,651
4,177 Added 9.03%
50,444 $2.88 Million
Q2 2023

Jul 21, 2023

BUY
$58.61 - $60.65 $250,792 - $259,521
4,279 Added 10.19%
46,267 $2.71 Million
Q1 2023

May 03, 2023

BUY
$57.72 - $60.39 $285,425 - $298,628
4,945 Added 13.35%
41,988 $2.52 Million
Q4 2022

Jan 26, 2023

BUY
$57.14 - $59.67 $428,150 - $447,107
7,493 Added 25.36%
37,043 $0
Q3 2022

Oct 24, 2022

BUY
$57.73 - $62.32 $105,530 - $113,920
1,828 Added 6.59%
29,550 $1.72 Million
Q2 2022

Jul 25, 2022

BUY
$59.34 - $62.5 $33,823 - $35,625
570 Added 2.1%
27,722 $1.7 Million
Q1 2022

Apr 18, 2022

BUY
$62.43 - $66.15 $473,593 - $501,813
7,586 Added 38.77%
27,152 $1.71 Million
Q4 2021

Feb 24, 2022

BUY
$66.4 - $67.68 $1.3 Million - $1.32 Million
19,566 New
19,566 $1.3 Million

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on First Purpose Wealth LLC with notifications on news.