Global Retirement Partners, LLC Vanguard Intermediate Term Tre Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Global Retirement Partners, LLC holds 4,978 shares of VGIT stock, worth $289,470. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,978

Previous 2,944 69.09%

Holding current value

$289,470

Previous $171,000 75.44%

% of portfolio

0.01%

Previous 0.01%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$57.8 - $60.8 $117,565 - $123,667	2,034 Added 69.09%	4,978 $300,000
Q2 2024 Jul 23, 2024	BUY	$57.14 - $58.53 $285 - $292	5 Added 0.17%	2,944 $171,000
Q1 2024 Apr 23, 2024	BUY	$58.07 - $59.52 $9,000 - $9,225	155 Added 5.57%	2,939 $172,000
Q4 2023 Jan 18, 2024	BUY	$56.15 - $59.51 $61,933 - $65,639	1,103 Added 65.62%	2,784 $165,000
Q3 2023 Oct 13, 2023	SELL	$56.93 - $59.05 $10,987 - $11,396	-193 Reduced 10.3%	1,681 $96,000
Q2 2023 Jul 20, 2023	SELL	$58.61 - $60.65 $11,722 - $12,130	-200 Reduced 9.64%	1,874 $109,000
Q1 2023 May 05, 2023	BUY	$57.72 - $60.39 $29,264 - $30,617	507 Added 32.35%	2,074 $124,000
Q4 2022 Feb 13, 2023	SELL	$57.14 - $59.67 $1,542 - $1,611	-27 Reduced 1.69%	1,567 $91,000
Q4 2022 Feb 13, 2023	SELL	$57.14 - $59.67 $1,542 - $1,611	-27 Reduced 1.69%	1,567 $91,000
Q3 2022 Nov 03, 2022	SELL	$57.73 - $62.32 $6,927 - $7,478	-120 Reduced 7.0%	1,594 $92,000
Q1 2022 Jul 14, 2022	BUY	$62.43 - $66.15 $107,005 - $113,381	1,714 New	1,714 $106,000
Q4 2021 Jan 21, 2022	SELL	$66.4 - $67.68 $109,825 - $111,942	-1,654 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$67.44 - $68.68 $22,524 - $22,939	334 Added 25.3%	1,654 $112,000
Q2 2021 Jul 15, 2021	SELL	$67.21 - $68.13 $20,230 - $20,507	-301 Reduced 18.57%	1,320 $90,000
Q1 2021 Apr 14, 2021	SELL	$67.23 - $69.45 $5,445 - $5,625	-81 Reduced 4.76%	1,621 $109,000
Q4 2020 Jan 13, 2021	SELL	$69.32 - $70.41 $693 - $704	-10 Reduced 0.58%	1,702 $118,000
Q3 2020 Oct 09, 2020	BUY	$70.34 - $70.85 $11,746 - $11,831	167 Added 10.81%	1,712 $121,000
Q2 2020 Jul 13, 2020	BUY	$69.86 - $70.63 $19,910 - $20,129	285 Added 22.62%	1,545 $109,000
Q1 2020 Apr 28, 2020	BUY	$66.04 - $70.55 $22,189 - $23,704	336 Added 36.36%	1,260 $89,000
Q4 2019 Jan 23, 2020	SELL	$65.75 - $67.26 $11,572 - $11,837	-176 Reduced 16.0%	924 $61,000
Q3 2019 Nov 19, 2019	BUY	$65.91 - $66.78 $17,993 - $18,230	273 Added 33.01%	1,100 $73,000
Q2 2019 Nov 19, 2019	BUY	N/A	244 Added 41.85%	827 $55,000
Q1 2019 May 07, 2019	BUY	N/A	66 Added 12.77%	583 $38,000
Q4 2018 Feb 22, 2019	SELL	N/A	-338 Reduced 39.53%	517 $33,000
Q3 2018 Oct 17, 2018	BUY	N/A	385 Added 81.91%	855 $53,000
Q2 2018 Aug 13, 2018	BUY	N/A	64 Added 15.76%	470 $29,000
Q1 2018 Aug 10, 2018	BUY	N/A	129 Added 46.57%	406 $26,000
Q2 2017 Aug 10, 2018	BUY	N/A	277	277 $18,000

Others Institutions Holding VGIT

# of Institutions

754

Shares Held

386M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

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Global Retirement Partners, LLC Vanguard Intermediate Term Tre Transaction History