Holistic Planning, LLC Vanguard Intermediate Term Tre Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 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 11,841 shares of VGIT stock, worth $710,460. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,841
Previous 13,299 10.96%
Holding current value
$710,460
Previous $795 Million 10.64%
% of portfolio
0.19%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$58.97 - $60.36 $85,978 - $88,004
-1,458 Reduced 10.96%
11,841 $711 Million
Q2 2025

Jul 28, 2025
BUY
$58.63 - $59.9 $13,660 - $13,956
233 Added 1.78%
13,299 $795 Million
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
914
Shares Held
427M
Call Options Held
4K
Put Options Held
5.4K
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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