Marietta Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Marietta Wealth Management, LLC

$676 Million
Q4 2024

A detailed history of Marietta Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 104,687 shares of VGIT stock, worth $6.2 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

104,687

Previous 96,779 8.17%

Holding current value

$6.2 Million

Previous $5.85 Million 3.83%

% of portfolio

0.9%

Previous 0.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$57.78 - $60.4 $456,924 - $477,643	7,908 Added 8.17%	104,687 $6.07 Million
Q3 2024 Oct 22, 2024	SELL	$57.8 - $60.8 $80,515 - $84,694	-1,393 Reduced 1.42%	96,779 $5.85 Million
Q2 2024 Jul 19, 2024	BUY	$57.14 - $58.53 $243,587 - $249,513	4,263 Added 4.54%	98,172 $5.72 Million
Q1 2024 Apr 25, 2024	BUY	$58.07 - $59.52 $1.11 Million - $1.13 Million	19,034 Added 25.42%	93,909 $5.5 Million
Q4 2023 Jan 30, 2024	BUY	$56.15 - $59.51 $625,398 - $662,822	11,138 Added 17.47%	74,875 $4.44 Million
Q3 2023 Oct 30, 2023	BUY	$56.93 - $59.05 $453,447 - $470,333	7,965 Added 14.28%	63,737 $3.64 Million
Q2 2023 Jul 18, 2023	BUY	$58.61 - $60.65 $396,027 - $409,812	6,757 Added 13.79%	55,772 $3.27 Million
Q1 2023 Apr 27, 2023	BUY	$57.72 - $60.39 $223,953 - $234,313	3,880 Added 8.6%	49,015 $2.94 Million
Q4 2022 Jan 30, 2023	BUY	$57.14 - $59.67 $2.58 Million - $2.69 Million	45,135 New	45,135 $2.64 Million

Others Institutions Holding VGIT

# of Institutions

856

Shares Held

404M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marietta Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marietta Wealth Management, LLC with notifications on news.

Account

Marietta Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History