Holistic Planning, LLC Vanguard Intermediate Term Tre Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Holistic Planning, LLC holds 13,066 shares of VGIT stock, worth $781,869. This represents 0.26% of its overall portfolio holdings.

Number of Shares
13,066
Previous 13,219 1.16%
Holding current value
$781,869
Previous $767 Million 1.23%
% of portfolio
0.26%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$57.44 - $59.4 $8,788 - $9,088
-153 Reduced 1.16%
13,066 $776 Million
Q4 2024

Jan 24, 2025
BUY
$57.78 - $60.4 $763,793 - $798,427
13,219 New
13,219 $767 Million

Others Institutions Holding VGIT

# of Institutions
859
Shares Held
405M
Call Options Held
19.7K
Put Options Held
8.6K
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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