Ifg Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Ifg Advisors, LLC

$461 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	SELL	$57.14 - $59.67 $20,227 - $21,123	-354 Reduced 4.13%	8,221 $480,000
Q3 2022 Nov 02, 2022	SELL	$57.73 - $62.32 $95,196 - $102,765	-1,649 Reduced 16.13%	8,575 $500,000
Q2 2022 Aug 01, 2022	SELL	$59.34 - $62.5 $490,860 - $517,000	-8,272 Reduced 44.72%	10,224 $625,000
Q1 2022 May 18, 2022	BUY	$62.43 - $66.15 $1.15 Million - $1.22 Million	18,496 New	18,496 $1.16 Million
Q1 2022 May 05, 2022	SELL	$62.43 - $66.15 $1.18 Million - $1.25 Million	-18,968 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$66.4 - $67.68 $183,662 - $187,202	-2,766 Reduced 12.73%	18,968 $1.26 Million
Q3 2021 Oct 26, 2021	BUY	$67.44 - $68.68 $45,522 - $46,359	675 Added 3.21%	21,734 $1.47 Million
Q2 2021 Jul 26, 2021	BUY	$67.21 - $68.13 $1.42 Million - $1.43 Million	21,059 New	21,059 $1.43 Million

Others Institutions Holding VGIT

# of Institutions

767

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.15 Billion
0.35% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.94 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.24 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$914 Million
3.23% of portfolio

About VANGUARD INTERMEDIATE-TERM TRE

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