Merriman Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 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 46,354 shares of VGIT stock, worth $2.75 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

46,354

Previous 37,028 25.19%

Holding current value

$2.75 Million

Previous $2.24 Million 20.16%

% of portfolio

0.12%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$57.78 - $60.4 $538,856 - $563,290	9,326 Added 25.19%	46,354 $2.69 Million
Q3 2024 Nov 12, 2024	BUY	$57.8 - $60.8 $498,062 - $523,913	8,617 Added 30.33%	37,028 $2.24 Million
Q2 2024 Aug 13, 2024	BUY	$57.14 - $58.53 $655,967 - $671,924	11,480 Added 67.8%	28,411 $1.65 Million
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	$57.14 - $59.67 $5,942 - $6,205	104 Added 0.6%	17,491 $1.02 Million
Q3 2022 Oct 26, 2022	BUY	$57.73 - $62.32 $303,255 - $327,366	5,253 Added 43.29%	17,387 $1.01 Million
Q2 2022 Jul 29, 2022	BUY	$59.34 - $62.5 $424,162 - $446,750	7,148 Added 143.36%	12,134 $0
Q1 2022 Apr 28, 2022	SELL	$62.43 - $66.15 $81,034 - $85,862	-1,298 Reduced 20.66%	4,986 $314,000
Q4 2021 Feb 01, 2022	BUY	$66.4 - $67.68 $22,177 - $22,605	334 Added 5.61%	6,284 $426,000
Q3 2021 Nov 09, 2021	SELL	$67.44 - $68.68 $22,524 - $22,939	-334 Reduced 5.32%	5,950 $402,000
Q2 2021 Jul 28, 2021	SELL	$67.21 - $68.13 $92,615 - $93,883	-1,378 Reduced 17.98%	6,284 $426,000
Q1 2021 May 10, 2021	BUY	$67.23 - $69.45 $143,132 - $147,859	2,129 Added 38.48%	7,662 $515,000
Q4 2020 Feb 10, 2021	BUY	$69.32 - $70.41 $383,547 - $389,578	5,533 New	5,533 $385,000

Others Institutions Holding VGIT

# of Institutions

903

Shares Held

408M

Call Options Held

8.8K

Put Options Held

13.9K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Merriman Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History