Fortis Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Fortis Advisors, LLC

$130 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$67.21 - $68.13 $97,790 - $99,129	-1,455 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$67.23 - $69.45 $97,819 - $101,049	1,455 New	1,455 $98,000

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.18 Billion
0.36% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.97 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.25 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.22 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$920 Million
3.23% of portfolio

About VANGUARD INTERMEDIATE-TERM TRE

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