Merriman Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 16,931 shares of VGIT stock, worth $980,812. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,931
Previous 14,956 13.21%
Holding current value
$980,812
Previous $887,000 11.72%
% of portfolio
0.05%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$58.07 - $59.52 $114,688 - $117,552
1,975 Added 13.21%
16,931 $991,000
Q4 2023

Feb 13, 2024
BUY
$56.15 - $59.51 $62,551 - $66,294
1,114 Added 8.05%
14,956 $887,000
Q3 2023

Nov 13, 2023
SELL
$56.93 - $59.05 $421,282 - $436,970
-7,400 Reduced 34.84%
13,842 $791,000
Q2 2023

Aug 14, 2023
BUY
$58.61 - $60.65 $491,562 - $508,671
8,387 Added 65.24%
21,242 $1.25 Million
Q1 2023

May 04, 2023
SELL
$57.72 - $60.39 $267,589 - $279,968
-4,636 Reduced 26.51%
12,855 $770,000
Q4 2022

Feb 13, 2023
BUY
$57.26 - $59.67 $5,955 - $6,205
104 Added 0.6%
17,491 $1.02 Million
Q3 2022

Oct 26, 2022
BUY
N/A
5,253 Added 43.29%
17,387 $1.01 Million
Q2 2022

Jul 29, 2022
BUY
N/A
7,148 Added 143.36%
12,134 $0
Q1 2022

Apr 28, 2022
SELL
N/A
-1,298 Reduced 20.66%
4,986 $314,000
Q4 2021

Feb 01, 2022
BUY
N/A
334 Added 5.61%
6,284 $426,000
Q3 2021

Nov 09, 2021
SELL
N/A
-334 Reduced 5.32%
5,950 $402,000
Q2 2021

Jul 28, 2021
SELL
N/A
-1,378 Reduced 17.98%
6,284 $426,000
Q1 2021

May 10, 2021
BUY
N/A
2,129 Added 38.48%
7,662 $515,000
Q4 2020

Feb 10, 2021
BUY
N/A
5,533 New
5,533 $385,000

Others Institutions Holding VGIT

# of Institutions
694
Shares Held
333M
Call Options Held
19.2K
Put Options Held
17.5K
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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