Life Plan Financial, LLC Vanguard Intermediate Term Tre Transaction History

Life Plan Financial, LLC

$121 Billion
Q2 2025

A detailed history of Life Plan Financial, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Life Plan Financial, LLC holds 69,920 shares of VGIT stock, worth $4.17 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

69,920

Previous 70,888 1.37%

Holding current value

$4.17 Million

Previous $4.21 Billion 0.68%

% of portfolio

3.47%

Previous 3.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$58.63 - $59.9 $56,753 - $57,983	-968 Reduced 1.37%	69,920 $4.18 Billion
Q1 2025 Apr 25, 2025	BUY	$57.44 - $59.4 $121,945 - $126,106	2,123 Added 3.09%	70,888 $4.21 Billion
Q4 2024 Jan 16, 2025	BUY	$57.78 - $60.4 $105,448 - $110,230	1,825 Added 2.73%	68,765 $3.99 Billion
Q3 2024 Oct 03, 2024	BUY	$57.8 - $60.8 $56,528 - $59,462	978 Added 1.48%	66,940 $4.04 Billion
Q2 2024 Jul 30, 2024	BUY	$57.14 - $58.53 $321,069 - $328,880	5,619 Added 9.31%	65,962 $3.84 Billion
Q1 2024 Apr 30, 2024	BUY	$58.07 - $59.52 $361,834 - $370,869	6,231 Added 11.52%	60,343 $3.53 Billion
Q4 2023 Jan 30, 2024	BUY	$56.15 - $59.51 $3.04 Million - $3.22 Million	54,112 New	54,112 $3.21 Billion

Others Institutions Holding VGIT

# of Institutions

891

Shares Held

407M

Call Options Held

8.8K

Put Options Held

13.7K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Life Plan Financial, LLC Vanguard Intermediate Term Tre Transaction History